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100 years at Blackwater and 20 years at Daunia.Daunia unlikely...

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    100 years at Blackwater and 20 years at Daunia.

    Daunia unlikely to get much better than 20 years. Also has those problematic robots.

    Blackwaters marketable reserves isn't 100 years given the size of the operation and detail needed... probably closer to 15-20 years... but... with a bit of organizational work to remove the dead wood, improve mining techniques/efficiency and some more exploration drilling, there's no reason why it couldn't increase out to that 100 years.

    My "shoot from the hip" guess is $2.7B... based loosely around the sale price of BMC to SMR.

    Happy to hear other assessments.
 
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