I can't put any gloss on it because I have no idea what's going...

I can't put any gloss on it because I have no idea what's going on to be honest. Just getting a London based mining specialist to stump up $23 mil in cash against all the other wannabes around the traps from Alaska to Timbuktu has me just plain puzzled with the info I have at this stage anyway. They are holding onto the BR deal and looks like all the BV money too, my inclination is to suggest BR are deeper into this than than we know right now and the royalty even though it's at market rates is very tasty for BR over more than just Stage1. I expect that this has been on the cards for a while, it is my view that the SP was set to reflect the headline over the odds placement number. Call it what you like but if you pay 10% over the odds that's what the math says! end of story. However no way in the world would this have gone over had BR and Glencore not supported it, now you may complain about dilution but they hold over 20% between them! you go figure if they mind?

As I said before, I expect a surprise announcement about something, just not sure what, probabilities are positive I think.

For those who paid much more to enter it will look a bit suss, I understand that and a bitter taste lasts, but no harm just seeing what's cooking I say.

As always DYOR!!!