@airconditioner - RE exploration - was in reference to James Bay - was questioning if there was further upside for increasing the resource of James Bay. I haven't seen much information/data on James Bay or news of late. DFS by end of year is AWESOME.
And yes, GMM you would assume will move forward this project once they bed down Mt Caitlin operations - and likely fund it from Mt Caitlin proceeds - and benefit from design and commissioning experience fresh from Mt Caitlin!!!
I think most of the current SP valuation is on Mt Caitlin.
I don't think the market has factored in that GMM has an AJM sized resource, with their DFS due only 6 months behind progress of AJM/PLS.
GMM Price at posting:
58.0¢ Sentiment: Buy Disclosure: Held