Valuing HCH, page-27

This seems quite reasonable and actually highlights my frustration with management.

Imo the best way to drive near term shareholder value is to be rapidly moving towards production(reduce the 80% discount) to take advantage of the coming commodities bull market(capture the 25% premium). Instead they seem to be focusing on more drilling to grow the resource(3), which is why I feel they need to bring in someone more commercially focused to drive the project towards production. They already have an MRE with enough resource.

The opportunity cost of holding this is quite high as other mining junior SP's head northwards as they progress their projects. Hopefully, it's just taking some time to churn through the overhang of CR stock, but its understandable why some are getting a bit frustrated. I was actually a strong believer here, but now if I want some capital, I'm considering cutting this for better near term returns. The current boom in small cap miners won't last forever.