You tend to have a pretty critical eye (not in a bad way) from...

You tend to have a pretty critical eye (not in a bad way) from what I have seen of you around the traps so good to see you interested.

Looks like you also hold MOD (not sure for how l0ng). I wasn't aware of the area until recently but if you have been in for a while would you mind sharing what your thoughts are of early exploration for KMT vs MOD? I realise MOD are way ahead in terms of progress and we will always be chasing them in terms of valuation but hopefully we can begin to close the gap. Understand if you want to take a position before sharing analysis though!