Ann: Canyon commences drilling at Minim Martap, page-101

Hi Oz,
So based on your understanding of this project you make the comment:

"What difference would a doubling of the resource make? Critical mass so more capital can be spent? That's not the investment thesis. High grade the high grades? Maybe but they have to be found first."

I take it the first part of the comment is because they have 100Mt and are targeting 200Mt plus and your comment would effectively be 'so what'.
The second part of your comment is "High grade the high grades?" and you seem to show some interest in that.

I'm curious as to what numbers you would associate with that to make this commercial in your eyes. 
If the Al2O3 is 50% plus and the reactive silica is less than 4%, would that cut it?
What numbers do you have in mind that would create interest for you?
What role might beneficiation play?

Thanks,
Paul.