But still, even if all STZ's Australian prospects are ignored...

But still, even if all STZ's Australian prospects are ignored for the sake of the argument, is the market placing a fair value on Myszkow?

TPH, I think that the market is pricing in that no backers scenario. But even if that was the case and STZ was to sell outright its Myszkow interest what would they get for it?
From my brief scanning it is quite a significant resource (7th largest dedicated Mo resource in world). Is this worse case scenario accurately reflected in the SP?

Thoughts?

NPH