I understand why it's not considered to be price sensitive: this is BAU stuff. FFX told us what they were going to do, and now they're doing it.
Every Morila activity update showing progress in FFX's execution, along with every quarterly showing consistent and on-target revenue from Morila are yet more reasons for Mr. Market to trust the plan. In this context, a 7% SP jump (at the time of writing) seems fair and reasonable to me.
All IMO. GLTAH.
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