you and 2cent make a good pair, but you thankfully keep it short and sweet, minus all the bs. Respect. Things are moving so fast, sometimes we need a handbrake to slow things down a little. Let me hazard 3 guesses:
Why issue forward guidance on 100mt of treo? He needs to be conservative to maintain his record of under promise and over deliver.
Why say we are similar to MT WELD, Mountain pass and set that expectation? It’s a mystery why he would compare some of the few known carbonatite resources on the planet - no idea why he would share his opinion on such a topic. Taking this one on notice.
Why say Orion is similar/ same as MT Isa? The reference brings to mind scale but he specifically mentions grade and metallicity so maybe he’s indicating that he believes the geology matches the signature.
Why DT says the things he does is like asking how a watch works. Let’s just stick to the time - and give him some time, $20m, 4 drill rigs & some decent land, and the best exploration team ever seen, and see what they can do. Hold the shrine, no need to get all spiritual about this man. When I say that I believe him, it’s just a term of art. I think he would be a good mailman because he always delivers.
you and 2cent make a good pair, but you thankfully keep it short...
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