Overall the company is moving forward on every front, no real problem there. More tonnes to keep adding to an updated MRE. Plenty more good targets to explore, and add copper. Pathways and partners firming up for mining and production. State and Federal interest in supporting Mt. Isa.
For me the two miss steps have been, one, spending time and money on the Rio JV, needle in the haystack chase, while we already have excellent untested ground at Duchess. The 2nd, and biggest red flag is the involvement of Regal in the previous CR.
I am still waiting and holding reasonably patiently, but there is little to add to discussions plus the company are not as rapid fire at getting news out steadily as they were a few years ago. I do think there is plenty of good news to come that will lead to some rerates...
CNB Price at posting:
34.5¢ Sentiment: Buy Disclosure: Held
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