I think you are right Merv. But poor communication of process has muddied the water. Why this communication strategy? I identified with comments made by Goldy, earlier from discussion with Peter.
I suspect there is more to it.
Seems to me, Peter is not exercising a free rein and someone else holds the key to strategy. A corporate background in law and a practical background in geology implies a higher level of thinking, no? Who benefits?
Its been a rough ride unless you got in early. Patience has been tested, in this bear market.
That said, I think the geology will turn out to be right. The scale of this setting is big.
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