CFE has spun out their iron project in ROC. Looks good on paper, DSO grade, circa 3 years from production and a capex bill that looks really cheap at around $250-300.
I've picked a bit of it up via SMZ, and also follow SDL. I would love to followed EQX to bit more then i have too. While i think the others have some big resources, it looks like AKI (SMZ) has an fairly easy path to market. A big mine life for $250m capex, a EV circa $100m and a capex in the low $100's. Reality looks a little closer in AKI then EQX or SDL.
Views?
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