A simple tonnage comparison might make sense for a very early stage explorer. But once you enter developer stage (GL1), it becomes an economic comparison (what cost will GL1 incur to dig it's spod out of the ground).
From what I can tell GL1 will likely have similar costs to CXO (GL1 will have a float circuit and it has vertical pegs leading to a poor strip).
If CXO can't exist at current pricing, then GL1 (IMO) is in the same category - although a DFS will provide proper guidance.
I also think SYA is unlikely to be making positive cash flow (and I'm expecting a care and maintenance ANN from them over the coming weeks).
There's even some question marks on LTR (IMO) given they will be operating a relatively unprecedented underground mine and ramp up very rarely occurs in accordance with opex estimates.
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