ITM Megathread, page-816

In the short term grades give sp more kick, but you are right KNG have to past the met test, ITM also while not reporting the highest grades has a massive resource potentially equivalent to Siviour, and a real good location, workforce can live nearby and raise a family nearby, towns, shops and schools and recreation all pretty close to ITM projects, ports also nearby, none of the FIFO stuff.

I think there is not enough emphasis on location at the moment across the asx, better location = lower capex/lower opex/better quality of life, middle of nowhere you gotta have high grades to compensate for the increased costs of working in the middle of nowhere.