I don't mind including other stocks in the discussion if it's about valuations of comparable projects (e.g. what have recent 50-100mt IO projects with similar grade sold for in the Pilbara), or trying to find pointers as to what a Scoping Study might look like (e.g. what OPEX have other non-majors in the Pilbara come up with recently).
It's all part of the info that should be drawn on, and gives an idea of what the company may be valued at if things fall into place.
Cheers!
EQN Price at posting:
32.0¢ Sentiment: Buy Disclosure: Held
