I think you may be putting too much focus on the short term...

I think you may be putting too much focus on the short term macro environment.

China and India are already hurting with Russia’s invasion and are starting to change their tune.

When US sneezes, the world catches a flu. This is the way power works: developing countries are always more at risk than developed countries and war hurts them far far more.

So in my analysis, things will get better soon enough. Once the war is resolved, and I don’t think it will continue for too much longer, then inflation will come down, and same as interest rate.

If in the meantime it gets worse, their will be more stimulus, and then when the fog of war lifts another boom, or even a stimulus fuelled boom.

The board have agency and can act whenever they like.

The mine is big enough to last multiple lifetimes. I doubt the finance will be rushed at a cost to shareholders.

Cool heads prevail.