coda is the main reason I’m in. Pocos is an addition to complete my coverage of Minas Gerais. It offers near term catalyst and just needs to prove continuity if Mei and Vmm deposits. Coda has more work but greater potential. Like I told you people need to shift their thought process of deposits from the typical to a new norm because with potential large supply to come on board to supply for generations, the highest grades with best recoveries and high est basket prices are going to be required. My thesis is that going forward, iac deposits will need from a cost perspective high grades 3000 ppm at 100 mt minimum with exceptionally recoveries to have a differentiating point. Hence why pocos is important. Coda though could be the game changer as it could offer greater prospect.
ENV Price at posting:
2.0¢ Sentiment: Hold Disclosure: Held
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