Coy are v confident medium term achieving >500K contained Cu.
DRC uncertainity to be cleared up in second half with existing mining operators informed of review outcome. This will have a +ve flow on effect in advance to others like MWE and TGS.
China to provide the DRC with infrastructure via $20B to be invested.
IMO things will happen quicker than most think possible and I'm happy to have a reasonably punt here given the risk is positively correlated to the potential return.
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