No mate, you're misunderstanding the context, it's a question of where a company is on the discovery curve.
You've gone straight for the home run by selecting two of the most globally significant, high-grade discoveries in the last several years. If MKG made a 4-5Moz discovery next week of course we'd see a sp re-rate. We're also dealing with the "African discount", but that's another story.
Ann: Significant Manganese Discovery Confirmed at Korhogo, page-54
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