I had a brief chat to Tom afterwards . What has come out talking to a number of companies is the there is a shortage of drill rigs, people to work the rigs and geologists. They have on contract for at least the next two years the only two available lake bed capable rigs and that to me is very very good.They have low staff turnover and are not losing geologists to poaching, another plus. Lastly the amount of cash means no CR for the foreseeable future. I came away very happy. It’s a great story IMO.
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