I guess Mrs. Market does not need to justify her behaviour and decisions.
Based on the public details does OGC look reasonable priced without Didipio and cheap with Didipio.
So - unless there is anything in the woods everybody but us knows, I would think that the market has today bigger fish to fry ... like worrying about Covid. The CNN fear & gread index is on "extreme fear" ... these emotions can spoil the nicest recovery.
https://money.cnn.com/data/fear-and-greed/
You know - when sheep are stampeding, they just keep running ... well - at least horses and cattle do:
Could be a case of "buy when others are fearful" ... but of course - it could be as well the end of the world just around the corner.
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