I like the last paragraph of the article: "“We reiterate our...

I like the last paragraph of the article: "“We reiterate our view that the price setting marginal tonne a decade hence will come from either a lower grade brownfield expansion in a mature jurisdiction, or a higher grade greenfield in a higher risk and/or emerging jurisdiction. None of these sources of metal are likely to come cheaply, easily – or, unfortunately, promptly.”"

EM2 have a higher grade brownfield resource that can be mined relatively cheaply and promptly. The processing infrastructure will take capital and time, but the ore can be mined immediately. This is a huge advantage. Just need to dig behind the couch cushions to find a few coins to get through the summer.