Don't we all. If they already had a solution then we wouldn't be...

Don't we all.
If they already had a solution then we wouldn't be picking them up at these prices, or for some of us well below current prices.
It's still a punt but a damn good one and I think most people here understand that.

World class resource, it needs to be derisked and then a major would stump up, but not before.
Eritrea sovereign risk is always in the background but based on recent history I think there's more risk for a mining operation based in NSW because of the environmental hurdles and other issues.

The reason I asked your point is the issues you've raised have been covered on this thread time and time again.
That's the risk of the speccy plays.
Buying the shares is easy, it's knowing when to cash the chips in, is it not?