No cappers on the sell side is the thing that stands out more to me than the buy side support. Could be a head fake, or maybe we have achieved a VWAP target and the period is over?
I can't see how we won't go up on the DFS. Unlike next door we don't have much fancy stuff to incorporate or not incorporate it should just be a straight up tightening of the figures from the PFS. I expect some more concrete numbers for opex and capex, and it would be assumed we will have LOM extensions based on a reserve upgrade (I hope).
Therefore given our NPV from the PFS was $382, this could easily be pushed up to $450 with some small tightening of opex and a 5 year LOM extension.
Even the PFS number is a long way from where we are now.
DFS, page-268
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