I'm not a holder of any mate nor butt hurt - only offering my opinion.
I simply gave an example of PNR getting down to business in in a goldfield that's already produced 6moz with another 5moz in resources already without the overweight mgmt team and BS ESG fanfare. I used PNR as an example of a co walking the talk not jumping on a narrative and being credited without the gold bars ... just yet. It just feels like a jerk fest without the lube at this MC.
Not exactly called out buddy it's you getting a little agitated- I welcome the debate.
CAI could be in the same trap as GCY - also my opinion. Exactly the same mill, same tenor orebody same reconciliation issues - maybe they'll pull themselves out of it. I like the mgmt team, blue spec is a giant question mark but so is anything going down the refractory pathway.
I love DEG - it has the scale and economics - def worthy of Mc has the critical mass to justify the capex. CHN on the other hand, has not proven a processing route at those grades, and I feel there is a huge conflict of interest with the farming community- think water usage requirements for a project that size. That's before even discussing anything landing within the park. This is where project of national interest actually meets ESG front on, who wins?
so in summary, a little disappointed you'd go down the cancel culture lane because we have different views on investment. maybe you need to grow a pair.
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