I think the market was widely expecting 100MT+ DSO and not 84.5MT. In fact many on this threat were expecting figures of 150MT to 200 MT after UMC released the massive 80-100m intercepts. Experiencing the sell on fact now.
With a sizeable JORC now on record though we can all rest easy. Railway is very much de-risked especially with the MGS recently signed by IOH/RIO.