The current discount to peers that can evaporate, bets on...

The current discount to peers that can evaporate, bets on potential corporate action.
Securing Tier 1 assets, that are located without problematic environmental hurdles, even to simpler DMS foot prints.
That will entice a takeover, which will be focused on supply to feed north america.
And whatever time frame is IRRELEVANT to the predator, because it is MORE IMPORTANT to the predator, to guarantee supply.

And to guarantee supply, you need to be TIER 1. Not buggering around anywhere else where the rug can be pulled brutality out from under your feet. Which is why a premium would be priced at said deposits.

The concerns over the exact timeline to produce ? Is not what a predator considers.
They want highest degree of certainty that they can take that deposit to development.
Anything else, is just a mugs game. Look at LLL, great deposit, imploding from geo political risk.
Any other country in Africa, or other less advanced part of the world, that same rug can get pulled, and all the who harr, on the new kid on the block, can turn to tears.

Never sell your prize stallion, in exchange for the prancing mules.