Yes, completely agree. AUZ is a great story and wonderful potential and great management but is far from de-risked. If you want derisked then take a look at KDR. We’ll need solid offtake and DFS and then BFS and funding to get to production for the to be derisked. Plus not to mention that they are likely to dilute further.
Still now is the time to accumulate a bit more and patiently wait for the news flow to push us into the 20-30s.
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