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@aneeso wrote: I'm guessing now we should be able to scrape...

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    @aneeso wrote: I'm guessing now we should be able to scrape together a quick 5-10MT between Mt Belches and Bald Hill, enough to give construction of the additional circuit a green light, do some off-takes, get some prepayments and then we can take our time testing other areas and increase resource.

    This.

    With the latest news out of China all that matters is speed to market. I really don't care if a company has 15Mt or 80Mt. I invest in the cheapest companies with high grade near surface & proven metallurgy (6.7% is the key here).

    Having said that, I still think the market doesn't agree with me at this point so I don't expect a run like KDR here... Unless Namibia is a success. That could change the perception because suddenly you've got a lot more Mt to communicate to the market. But Cowan on its own won't deliver a KDR style run IMO.
 
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