Good summary - thanks! I'm a professional trader my main...

Good summary - thanks!

I'm a professional trader my main interest in this is a large interest in CHN.  Can add a few things.

Firstly if we are talking similar geology to Wits in South Africa the main gold bearing reefs can run for a hundred k's and be only 5cm thick so clearly you can be well away from the immediate find and still have relevant ground if you happen to have the reef run through your tenement.  Of course it maybe buried way underground.

Secondly my watchlist of possible players in the region is
nvo.v - canada and the biggest player
fmg - owns a lot of ground but at this stage not sure how relevant this ground is to the formations and just getting on with its core iron ore business
arv - you've covered
deg - you've covered
kai - you've covered
dgo - you've covered
ipt - you've covered

mzn - relevant announcement yesterday - big distance away from hotspots but who knows.

chn - you've covered - worth noting that it has about $50 mill in cash and investments so you're getting its' various mineral properties for virtually nothing at prices around 20-22 cents.  I don't know how likely it's tenements contain the right rocks but the geologist John Kaiser thinks it does.  Worth listening from about 15 min in to this for a bit of a summary of the boom from his perspective.
http://www.howestreet.com/2017/09/29/nugget-of-a-show-for-novo-in-denver/
CHN trades in Canada and trades at higher prices there.  

cai - possibly relevant ground
hao - possibly relevant ground
pls - possibly relevant ground
jrl - possibly relevant ground
vxr - possibly relevant ground

Cheers
hots