Ann: Updated Strategy and Investor Presentation, page-74

Speaking of ‘diamonds in the rough’ - definitely “Money Miners”, as in the trio of Kalgoorlie boys, who are habitually rough & off- the cuff, but aiming to give their version of independent worthy analysis of mining and resources stocks news.
They produce a fairly new daily even regular YouTube videos.

Re. Dr T’ s remarks about the clear visibility of financial status and calculations and figures for assets, production costs :current, past & present— for publicly listed companies versus private unlisted entities and companies.
Explained yesterday in the Money Miners video where they look at and analyse the major acquisition deal by a listed Chinese company for the large prospective copper resources and mine in Botswana, featured significantly in copper news this week.
The mine and company being acquired is privately owned.

(It is near the end of the video, so can fast forward .,..through Liontown mine construction discussion !! )
Excellent analysis of the acquisition deal and valuations & estimates used, issues especially with acquisitions from private companies or entities- by the finance guy.