I'm not close to the sector in any professional capacity. Just an armchair expert.
The question on my mind is how much access to projects and tenements do these small mining companies now have?
I am invested in RWD, the safety of the Martu people is paramount. The same applies to TO's associated with AMN.
KLL & SO4 are advanced on the ground but do they have the resources to deal with a FIFO workforce in the way the likes of BHP can?
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