Will be interesting to see what the Qtrly cash flows look like....

Will be interesting to see what the Qtrly cash flows look like. I wonder if the reason for the selldown could be a capital raise at lower levels.

There can't be too much money left in the tin.

End of the day, they just need to do a bulk sample on some gems and realise some cash flows.

They either have gems or they don't- there is no middle ground.