to be honest croc, the longer they hold it the more drill results that could potentially be incorporated and the bigger the first headline number will be. They have already said that it is only incorporating 2023 drilling results - there is another 6 months to be fed into it, let alone the balance of drilling in the coming months for an updated estimate toward the end of this year. If you are confident of a blood bath then start shorting it mate.
My guess is 40Mt of high grade give or take 5Mt - hopefully somewhere around that is good enough for you. I reckon Paul will get a model croc made out of niobium to use as a paperweight on his desk in recognition of your contributions to this thread haha.
In any case, the timing has less to do with the content and more to do with hitting the market at the optimal time to fully capitalise on what is one of the biggest milestones so far. Happy Friday croc, looking forward to your commentary toward the end of July when we really hit our straps....
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