Apologies , my point with Samsung is that they are 48min away and Tony had mentioned that a number of times in presentations . It would be a surprise not to get a deal there unless Traxys takes exclusive rights . Their deal needs to be signed next week by 31st March and as Tony stated in last webinar that deliberately ties in with the predicted release of preliminary DFS figures.
Expected DFS will based off a resource that is 50% bigger and a resource value far higher than the $16k used last time for the NVP as price is now around $75K.
Last NVP was US $330M , new NVP should potentially smash through $1B just based off the above metrics.
On top of this the entire resource is not yet measured zone 2 could mirror zone 1. This is where our MC should match CXO current $2B+
EUR Price at posting:
13.5¢ Sentiment: Buy Disclosure: Held
