I don't know about largely but to some degree. Just like...

I don't know about largely but to some degree. Just like the theme has been drifting for sometime now I wouldn't want to be in:

Projects still needing full capital especially those that need high spot price due to poor economics
Projects with expensive tech e.g DLE
Projects in high risk areas
Projects having technical issues cxo, agy, etc.
...


While not soley driven by a lower spot price it does increase the risk for some imo.

I think if we were producing say even 1kt pa with approvals and resource upgrade we wouldnt be imune but we would be better off and mr market would see us as value only a matter of time.