where to from here

Any thoughts on what their next moves will be?

According to their strategy, the time to start buying is approaching fast. But LST has just got rid of all its cash and is unlikely to want to sell any assets at today's depressed prices, unless they want to liquidate. Newcrest isn't showing any inclination to move on Cracow. Cracow will continue to contribute some useful cashflow, but to enact their strategy, they will need more than this. Finding funding won't be easy, given that the recent track record isn't stellar. Thoughts?