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I'm of the opinion Pokali will have encouraging assays that...

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    I'm of the opinion Pokali will have encouraging assays that warrant further work, no discovery hole. I likely won't exit before Avalon is drilled, it's just one of those geo once in a life time anomalies, unless, RCR breaks out this week and goes bonkers to $100m MC then I'll trim a few but will stay heavily loaded for the discovery hole.

    Discoveries have a tendency to gap up hard and I don't want to be paying the gap premium!

    ENR $350m MC.


    Last edited by Seth Davis: 06/07/24
 
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