in comparison, how long would it take AW1 to drill Storm assuming assays of next few holes confirm district scale? Promising start but slower coverage given limited time available per annum? Costs and CR required? Certainly the success of DSO operation will be key here if the drill program this year yields the success that is talked about here. Maybe bigger players jump in before then too?
Good to learn more about the Kamoa-Kakula history and how Storm geology might be comparable- not a geo but that was my first impression listening to Mr Gilchrist!
Mr Bennett’s presence seen as a safety thing as was perspective of a previous poster. IMO he can afford the higher risk exposure- many here might not have the same luxury/risk profile! Each to their own means and ways I suppose. His presence also suggests smart money coming here Given his said Top20 position so who knows how best to interpret all that!
Reading the jorc compliance table at the end in the last update gives you summarised historical context from last few decades. Does make you wonder why previous partners walked away ($ was an issue certainly for one of the later ones), why Aston Bay sought additional partners like AW1 and not carry forward on their own based on what was already known? Maybe North American investors milked for too much already up to that point and therefore exhausted? Maybe Cu demand profile very different now to back then?
Early days. Yes very conflicted perspectives indeed. Even if AW1 can simulate a portion of Ivanhoe’s DRC discovery - be it at a slower pace, it still creates potential for an exciting exploration journey ahead. Next few weeks/months’ news flows will suggest one way or the other I think! GLTA and DYOR
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