@cortez ... since you asked
This one has upside from some good gold JVs, icing on the cake.
The real interesting element is their primary focus, which is industrial and hi-tech ceramics. Very unique. They have a fast-track strategy to get this to production. Large high-grade/quality resource already defined.
Read the quarterly and then dive into some of the threads, particularly the shareholder letter.
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- Ann: Quarterly Activities Report
Ann: Quarterly Activities Report, page-4
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