Don't actually mind this. Discount is reasonable in the scheme of things and removes any doubt of another CR any time soon even if there is some good results thereby removing buyer uncertainty as the only way to jump on the train will be to buy on screen.
Recent drilling results by OZM and KAL and the subsequent share price appreciation is just a small taste of what I believe we can expect even if we only hit a couple of metres at >10gm/t in this upcoming program. Unlike previous thematic driven bull markets this one seems a little different as it appears that gold expo companies aren't getting a bid purely on owning an asset but will get bought right up if they have some half decent results.
Pretty comfortable with my holding here as I think I scrape into the Top 20 so fingers crossed we have a cracker in a few weeks when results are released.
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