street? As i said, the BON play is a low opex, 50/t.
Its a huge win for MAK.
And the regional diversity as well, make sense for MAK.
The only issue, that might be seen as a negative, for MAK, is distraction of funds to stay focused on geting the DSO into production.
If they, were able to tread water with the BON tenaments, and then with DSO cash from MAK, then get the BON projects capex paid for as well.
There are many pluses here, but it all revolves around MAKs DSO, and cash flow.
We might dillute a little bit as MAKsters, but think we just picked up, potential 3mpta additional low opex play.
cheers
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