Alex knows now that scale and growth are what the market is after. The team has proven they can deliver and will keep doing so.
Market is always forward looking and you get upside when things haven't been priced in.
The cobra assets all add to that and provide optionality for low cost.
I fully expect a larger player to move on in and seeing as we have most of the old Normandy mining team here another Newmont style acquisition down the track when larger entities feel its been derisked enough.
The larger macro backdrop regards gold as THE neutral reseve settlement asset will set some once in a multi generational activity in play. The order has shifted but most western facing pundits are missing the changes. EM players have seen this game many times.
Wait till liquidity starts pumping again like it did, in 2020 to 2022 before Powell effed it all up to aid creepy Joe in the mid terms.. It will resume shortly. The US fiscal deficit and debt numbers indicate there are very few options left.
Gold and gold developers/miners will benefit immensely. Truly historic times.
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