Thanks bizzo. I see NST produced their quarterly this morning,...

Thanks bizzo. I see NST produced their quarterly this morning, and it shows a significant improvement in Pogo's performance. It wouldn't surprise me if NST becomes more interested in potential assets in Alaska. A google search just now shows Pogo's mine life was estimated to be 10 years in 2019, and while they have probably found additional material since then, it won't go on for ever.

I note NST's 5 year strategic growth plan expires in FY26. I presume they will be working on the next 5 year (FY27-FY32) growth plan in the next year or so. It would be neat if PXX's assets slotted into those plans. In the meantime, the PXX team needs to continue to increase tonnage. A market cap around $200M (10c per share) is not hard to justify, but that assumes a buyer wants it!