Seems Novo is content with the competitive information advantage they've held since cheap land acquisition mode. Once Novo releases grades and all important geo data into the marketplace Novo will struggle in a trial mining like everyone else. Don't think they care all that much about MC unless they went back to a 1 handle.
Will be interesting to see if DEG's upcoming conglomerate grade sampling is a trigger point for their news release. After all, can't have little DEG stealing their thunder. Both ARV and DEG can realistically talk about future plants. Novo knows they won't be leading in every aspect of this game for much longer.
No Worries. DEG will just have to gets this Conglomerate story going by itself. Maybe a upcoming shift in money out of Novo and into DEG, ARV and KAI is in order.
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