cy7,while other analysts say that even at $30/share NCM is EPS...

cy7,

while other analysts say that even at $30/share NCM is EPS positive for someone like NEM.

Not sure what you value NCM at but could Telfer be worth about as much as Olympic Dam? If so NCM is still undervalued.

Or am a fool for even comparing?

Wonder what value WMR would have now if left alone. About $10 a share?