Yep I accept your opinion. The market's re-rating this one. I do not believe they will be able to place at anything anywhere 3 bucks (I include non-disclosed, discounted off-take arrangements in that comment).
My beef is with the un-supported innuendo re nCu. It's a furphy, and without any basis in fact. And unhelpful to be presented as so certainly true. It's a Fairytale based on known facts.