Potentially Gold Road. Significantly derisked with the JV partner too, excess capacity on the operational plant which allows them to take full leverage of their 100% owned exploration ground in the region. Could do okay with a massive mine life, stable cash flow, compelling gold price and potentially the domino effect if they can apply it to other operating mines (similar to northern star etc etc) or simply just further explore the region.
Either way, considered a good buy LONG term. (be aware, they do have a 1bil market cap already as it is, SBM look very undervalued short term in comparison)
