My opinion is the asset will follow a path very similar to our own My Catlin. Wait for the market to meet it on an economic price with clever Capex spend once running again to improve cost per tonne of the product with room to expand the resource via Cowan land when the market requires the spod capacity. SDV can easily fund this even via a modular approach to production ramp up. The fact Bald hills is a working mine makes it inherently more appealing than any of the explorers to production when the market comes knocking.
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