Ann: High Grade Results Continue at Oposura, page-33

The way I am analysing this is ... Alacran is a decent gamble [good chance for a commercial Cu porphyry] but money could easily be tied up for a couple of years while we wait for the answer.... the opportunity cost needs to be balanced by something. Oposura only needs to be moderately profitable to maintain SP value ... the little extra is Sara Alicia which might offer something [no such thing as a pure cobalt play but nice to have it associated with gold].

Promontorio didn't make it but it was a worthy attempt, Alacran was a clear success ... now they are punting Oposura [and Sara Alicia].... no reason to be distrusting managements judgement at this stage.