Ann: Doray Increases Strategic Land Position , page-46

  1. 46 Posts.
    lightbulb Created with Sketch. 7
    Cd - I need to re-check my valuation spreadsheet as well, however it is a no brainer that a re-rate is due based on fundementals alone.

    For me re rate will come with
    Break & hold to 1500USD POG
    Production rates good through rampup, inline with nameplate
    Indicative resource upgrade from drilling, proving what we all think about the potential blue ski in this resource size.

    p.s. my re-rate value might suprise a few, in a good way...
 
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