I don't think the SP rerate will be just about the MRE. On that front I will errr on the side of caution and go with 30Mt Ore. As for included grade .... I was hoping we might have some idea of that already from the ongoing DSO work but 0.5% Cu would be a big bonus.
But I suspect the market will wake up on the day and realise that any viable MRE will be just the beginning.... that they have only drilled a tiny fraction of the strike and we already know Thunder Lightning Tempest for a start are all going to add vast additional shallow Cu this year
I won't take a guess at the SP on the day but im hoping pre 24 drilling commencing we can get to 68-75c
