Ann: Becoming a substantial holder, page-15

SP has done well recently, true, although it is still pretty much flat from the start of the year.

What I'm wondering is when the higher gold price is going to start triggering M&A in the neighbourhood, especially from producers who already have plants within an hour or so's drive.

NTM is pretty explicit in its presentations about the 'optionality' for its Redcliffe project, which I take to mean that it expects to get interest from third parties. But the question is when this is going to happen and what will they pay. Boosting ounces (and prospective ounces) at Redcliffe has got to be a priority right now so I'm hoping that DGO's influence in getting the drilling into overdrive is going to pay off.