Agree on closer smelters - geopolitics will also play a part if...

Agree on closer smelters - geopolitics will also play a part if Storm is proven up to be high grade sed hosted. Pretty sure the Canadian government will want to protect any such critical mineral assets so FIRB equivalent activity will no doubt be in motion too.

Throughput of shipments during summer season i.e. earning potential per year and mining costs up there (FOB vs CIF, price of DSO guided by cost to further crush/float/etc that downstream partner incurs vs purity of copper ore/reduced or zero TC/RC, and so forth) will be interesting to know. Just because DSO would be open pit, I assume global averages for open pit mining do not apply seamlessly up there.

But before all that its "show me the copper!" time.

The comment on management credibility - one could argue that postponing PEA was decided after appointment of DL as non-exec Chair, as was decision to CR, as was decision to drive a monster drill program (hence the CR) and potentially capitalise on quantifying economic potential for DSO in a rising market for Copper into 2024/25 and so forth.

As per prior post, the outcomes from this drill campaign will be pivotal.