I think the play from here will be all about infrastructure.
We have the base asset (Bombora) with further substantial deposit growth potential. Uniquely for a stock of this nature, we also have that most valuable of commodities - cash.
The question from here is what is the best, most value creative, infrastructure solution, by which I mean milling infrastructure. Is it buying something existing, is it doing it ourselves, is it a JV, etc.
In this case, we have options - again unique. It will be interesting to see what the Board comes up with (and also the choice of new CEO will be inciteful in that regard).
GLTA & DYOR
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