What is CODA's $MC worth alone ?, page-44

Yeah pathfinder isn't the right word, but you know what I was getting at, it's about trying to use the assay data provided to you to assess IAC viability before official met work. I am familiar with some of the papers out there and your precious commentary regarding redox was good to see. Generally in IAC deposits worldwide you end up with La > Ce, the negative cerium anomaly. From what we've seen with DEV, announcement 10 July 2023, there was a large positive Ce anomaly and the resource was ionic. They have a very heavily weighted Ce basket which is unfortunate for them, and a very large Ce anomaly throughout, the met work showed the Ce didn't leach out at ph4 30min ambient, near 0%, but everything else saw much better recoveries, basically exactly what you would see for a negative anomaly. I'd be interested to hear your thoughts on this.

Understandably though this may be going off track from the topic at hand which was valuing ENV based on CODA. I will be watching closely to see whether the new assays show these anomalies. However drilling hasn't kicked off yet.

Generally I'd say we aligned in terms of our thinking here.