Hey Anti,you and other ALK holders might find the following...

Hey Anti,
you and other ALK holders might find the following video/discussion interesting and relevant.
Particularly from the 32-37m mark where they talk about the different copper deposits and... IMHO, why ALK is without doubt sitting on a Tier 1 deposit, but... they also discuss why... the market is not yet interested in valuing the Copper/Gold assets at anything above a slab of beer.

Avoiding Red Flags & Timing the Entry with Acorn Capital's Rick Squire & Karina Bader

There is also a bit of discussion after this regarding other copper companies.

For what it's worth, I also enjoyed the earlier part from 12m onwards, which looks at Acorns investment process. I struggle to understand why they don't hold a bunch of ALK shares (perhaps they do, but are not telling....)

Slightly off topic, but a shame that ALK was forced to hedge when securing the recent debt facility, I still struggle to understand why they did not buy no-cost put options. But.. luckily, the hedging on makes up perhaps 1/3 to 2/5 of their production. For example FY24 is 25,700k, or 40% if they hit mid guidance.
The rise in POG in AUD is undoubtedly going to assist with funding the plant expansion at Tommi.