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  1. 706 Posts.
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    Hi John,

    If MLX is your top pick for gold producers, have you adjusted your holdings away from BDR to reflect that? What is your view of the development risk associated with the CMGP? With BDR, the development is all done plant wise, though I'm wondering how much capital will be required for Urucum deeps. The development seems simple for the CMGP but there are always some risks associated with restarting plants and things not working the way you might hope.

    Cheers,
    Tim.
 
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