Reggie, pwaldren, Andy things have changed around here. You remember we had to argue the merits of BLK compared to CVR and other juniors, now you can argue the merits compared to NST and RRL.
To elaborate on the title thread. Matilda and Wiluna are your starters, Williamson is your bulk tonnage RRL lookalike. The creme that can be producing for under $500 p/oz C1.
Once the market values Williamson accordingly, BLK should finally easily exceed GOR market cap imo.
That's it for me. All the best fellas.
Ps. Check out AGY, different commodity, same story and trajectory.
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