I disagree. Just because i think its feasible, doesn't mean someone else does.
"If it's that obvious that the project is feasible then a good chunk of that will have already been priced in" - bit of contradictory statement.... your saing your not sure if it is or not, but if it is, its factored in? hrmmmmmmm
As you will see in my post below, some people cannot comprehend the process of simple beatification and how it effects off-take prices.
https://hotcopper.com.au/posts/38837842/single
Its not often you come across a raw material that can be sold as raw ore (DSO) for ~$150t and then up to $30,000t for HPA via beatification.
Personally, i think its a goer, and so do a few mates, thats we have stumped up big $$$$ to get in early.
GLTA
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