No one can really accurately guess because normally there would...

No one can really accurately guess because normally there would be a fair wait but there is a bit of a time imperative here due to the permit. IMHO it's best to assume some kind of "We're in discussions with interested parties" in the next quarterly which is fairly standard language during farm out discussions that can cover literally anything and then another month on top of that.

Part of the reason I'm suggesting it's good to assume that is that that would still be very quick and doesn't set yourself up for too much disappointment. If it comes earlier, then great, everyone gets to be excited and happy, but if it doesn't you won't melt down wondering why it's not happening each week. After long enough at this game you learn to set your expectations low and occasionally be pleasantly surprised rather than the other way around.

Really it's entirely possible the recent spike is 110% just nearology and not any imminent farm in announcement. That said, it's not like the price action didn't suggest a leak before the farm in ann for Mbawa...

It's going to be a long road to any drill. The farm in is really just the first real derisking point for most where you take some off the table (this nearology bump being the actual first point for the early adopters though).