trend reminds me of ady, page-5

"ADY's SP improved over time because the value of its projects increase over that time, funding secured for Santa Babara, discovery in Bulman,"

I disagree, no way that value of its projects increased from sub 10c in Jan to over 60c in July at one point (600% increase over 6 months). I believe the price started to move on the annoucement that full production had commenced, positive sentiment towards the price of Fe and therefore a re-rating of price. I agree in between that time there were some upgrades of some of their resources but the potential of the resources was always there as with Compass.
Funding was a problem in the fact they kept diluting shares in the build up to production and seeking short term finance through Cornell. Parts for the plant kept getting delayed and so a mini plant was put in place in the mean time. The original and closest port to be used did not come to fruition and they had to transport to another port further away. Then people started talking how the operation would not be profitable due to logistics and low grade Fe. But finally things started to turn and now it is what it is. I know you really can't compare but for me it has a lot of similarities and feels the same.