Nearly agree with every point but disagree with the cash part. Cash is cash, the question for holders is do the NSW projects offer enough incentive not to tap out at 30c or more.
I got in a month ago at 21c so weighing it up myself.
I think the deal was reasonable but I'm not a long-term holder. Getting 70m for a 50m NPV is pretty good (yes I know there could be more there but copper could crash again by the time they get to it)
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Nearly agree with every point but disagree with the cash part....
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