I actually don't understand what the sell off is about. Nothing surprisingly new / bad in the strategic review. Straight up I don't know what it has taught us as we always knew focus needs to be on RPM North to move to indicated and measured, drilling anywhere else will just push the project back further. Focus on RPM, prove up, get a started pit happening and the rest will follow.
We would be crazy to delay upgrading the NRE until after the US listing as we would be able to get a higher price / MC after the MRE one would think and therefore raise funds at a higher price.
West Susitna road is a game changer and when that happens NVA will be massively derisked.
Ann: Estelle Strategic Review Outcomes, page-38
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