IMO, the next 3-6 months will be interesting and all should be revealed from Cascavel regarding production and AISC etc
Anglo as part of the 70/30 joint venture MOU ( under review or negotiation ) have only made an initial payment and still can contribute millions to OGX as per original MOU
This imo needs to be resolved asap as it can have a large bearing on valuation going forward
There are similar peers on ASX with over 20000 0z produced per quarter and with over $24m cash on hand who have similar market caps