Although its tempting to be distracted by individual holes, the essence of this story hinges on two things:
1. Malcolm, together with sidekick Bruce Rohrlach are serial porphyry experts/discoverers - Tampakan, Tuju Bukit, Alpala/Cascabel for others, and now Brama'/El Palmar for themselves.
2. Malcolm is very conservative, so I find his increasingly self-assured quiet confidence (and even the odd glimpse of barely contained excitement) the most compelling reasons to make me believe this is...
THE REAL DEAL
(just my personal opinion and not to be taken as investment advice)
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