Copper Demand, page-84

@afawcett @allens @Kalenn - thanks, good responses to my post.

I felt quite sure I would get it so that the overall conversation would be balanced and fair.

I understand Incas exploration methodology, and that has been clearly stated for us, but I'm not altogether in favour of it. I believe there could have been an urgency in at least one sector in Australia. Maybe a hole into Mt Lamb along from Hole 4 - just to show how serious we were and that time is of the essence.
I'm on edge because my second biggest holding is Aldoro ARN, and they are in TH for announcement of core results for their first diamond drilling which they started last Thursday. Yep less than a week from spudding to TH. You want to know about urgency? Read their anns.
Last November they changed the board to drop the gold plays and the gold guys, and move into Ni Cu Pt/Pd massive sulphides - in the nine months since all the geophysical and permitting work is complete, aircore drilling done, diamond drillers mobilised to site, TH for first results.

Let's look at urgency in Inca's activity since this was anned in the September 2020 presentation



Well if indeed they were 'walk-up targets' in the 10 months since no one has 'walked up to them' - OK they want AMAGRAD and all that, but there are ever diminishing returns from double checking, and there is always another reason to check again.

IMO Its a case where you can apply the MINI-MAX principle. Minimize your maximum loss and maximize your minimum gain.
Minimize your loss by moving quickly while the stars are aligned for you. Let's see how ICG vs ARN pans out.

Just IMO - to garner discussion, I think it's important.