quarterly, page-43

hey toph, yeah you've been on the 'why the ni' for some time. good call.

Someone mentioned MEU on here somewhere. so drilling Conceciao is for the MEUs for the world. if you have PB/AN then you focus on that IMO. it just confuses the market otherwise.

what i am really intrigued in is what else lies out there from an iocg perspective in our elephant country landholding. spend the money on that rather than ni. the market is screaming out for a mid-tier copper play that is not in the congo ... lots of ni out there already (sir, wsa, mcr etc)