Fantastic news. Huge new resource. This would underpin the current market cap on its own, given it has already been de-risked by Mukuyu results.
I see this as a prelude to farming out Mukuyu. i.e. farmout the more expensive/technically difficult (but also more derisked) to a major, then focus attention on the low hanging fruit to the east.
Have a feeling things are going to move rather quick (by IVZ standards) in the coming months.
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