The discussion was really positive, the register is tightening up quite well.
There is still a number big fence sitters. He is confident that this program will get them on board, and BB has got him out there telling the story.
As far as HOR is concerned, MF is back in the country and sorting through the EGS calamity (expect a CNOTE issue and an expansion of the MGT team... IMO).
HOR will ride on the back of this AUR in the short term, however, it still has a billion dollars of copper in-situ.
If you see some activity at EGS, that will probably be the trigger for the HOR.
Cheers
The discussion was really positive, the register is tightening...
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