Hi @jamuze I have unfortunately sold out temporarily from all my...

Hi @jamuze
I have unfortunately sold out temporarily from all my gold stocks but hold some unlisted KAI options.

It's going to be super hot in the Pilbara over the next few months making work difficult.
Novo are struggling with how to define a JORC and I talk with them every few weeks.

I suspect not much will happen over the next few months but I am convinced that the gold story is just in its infancy. Novo will probably target Comet Well IMO given how shallow the conglomerate is over many kms.

I still believe that the outcropping MRB conglomerate is the key and the recent results from Novo vindicate this for now. Defining down-dip will not be easy unless Novo can prove a link to another indicative mineral/marker associated with the gold that is more ubiquitous/spread.

I have a strategy starting around March/April to reassess and get back in.
Probably CDT/MZN/KAI/CZR/CLY will be my target stocks.

Just my thoughts.
;D