It would be good to see the revised resource estimate before deciding. Both my partner and I are probably going to take up our full allocation but I see no harm in waiting until next week to see if we can get as much information as possible before jumping in.
To me, many of the signs look positive but there is so much uncertainty surrounding the 'menage a trois' we seem to be in with LCY and NMDC that until we see this cleared up there will always be some doubt in my mind.
I strongly suspect I will participate though TBH.
Good luck all.
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