I’ll have a go as a holder of both companies. Minyari is a good...

I’ll have a go as a holder of both companies.
Minyari is a good find, shallow as you say and looks economic and could suit partly open pit mine.
azy own it, whereas ggp only own 30% of Havieron.

on the other side, Havieron was 6.5Moz of gold and copper at its 2021 MRE. It’s been 16 months since then and GGPs md Shaun Day has many times said they’ve had an annual growth rate of 43% so it should be well over 9 Moz now and they keep finding new zones of good grade ore.
it’s a compact cylinder well suited to bulk mining.
ggp are more than fully funded to the costs of the initial mine, and have Wyloo and three global banks behind them ready to provide further funding.
they also have top table Aussie corporate figures on their board (Barnaba, Gaines, Wilson) and now have a management team drawn from NST and FMG.
quite a lot of strengths really.
however I do also like minyari and continue to believe it can provide ore for Telfer in years to come.