very good video. The logging and thickness spooked me however this is very reassuring. Again, reiterates that scale is the key here.
brilliant post crimson.
worth adding the NPV of that project is 5.5 Billion at an 8% discount rate... if we have 1/5th of the scale you're still looking at an NPV of 1.1B at an asset level.
I reckon Ivanhoe might sniff around here - probably suits their MO more so than any other producer.![]()
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