Thanks Rob, appreciated.To your Q, look, I don't have a lot of...

Thanks Rob, appreciated.

To your Q, look, I don't have a lot of knowledge and past experience with MIN hitting expected targets (yet) to form a serious comparison.
They're obviously a big player; I'm more a small/developing-focussed investor, though with the carnage of the past year that is being reassessed.

What I'm aware of is their MD Chris Ellison is trying to hoover up projects left right and centre and may be distracted / have too much on his plate, a bit like 2024 Elon Musk (bring back 2019 Musk).

I'd be looking a bit askance at WA skilled personnel availability and wages under the new fed IR laws, and wondering will they have the staff to do what they are saying they are going to. WA government also not immune to changing laws/tying projects up in red tape. Supply chain issues just as relevant in WA as in Argentina. Derailed ore trains - they might be a potential donkey for MIN, I wouldn't know.

But in the end you've given me a loaded question.
All I did was screen shot MIN's announcement that you shared, pointing out the assumptions they themselves shared, to show at the granular company level projections are hazy, and lead to my industry projections Q.

I'd say my skepticism dosing would be no different if I drilled into MIN than it would be to AGY.
I don't think Mr Ellison walks on water, and neither does Pablo on brine