I really hope that the team delivers on the PFS. (They need to)
There is a lot riding on this announcement.
I'm holding and have been accumulating for some time but lately even I have started to doubt if the narrative is too good to be true.
It is unfortunate to see the share price where it is and I would love to see it bounce back
But
I also acknowledge that the chances of the market rejecting the PFS is high.
Mainly due to not understanding the PFS when released in isolation.
It takes a closer look to see how the upstream business works in the bigger picture adjunct to the downstream business.
From an outsider looking in, a low-grade mine located in Vietnam coming into wet season with high capex won't be appealing.
I hope I'm wrong.
The team have prepared a webinar post PFS release. I see this as an attempt to reinforce the PFS announcement and rapid response team to slow down the sell off.
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