The problem is AT is juggling with some pretty bad balls: Ball 1 - Mt C is struggling on all fronts - grades, margins, production, etc. Ball 2 - SDV may be a decent resource, but on a timeline, it's still a baby and could grow into a hopeless turd or something else - it's a roll of the dice at the moment given all the permutations that can occur Ball 3 - JB is next to worthless at the moment - as seen with AVZ, the market doesn't care about a resource sitting in the ground - it's more interested in knowing how and when it will be dug up.