This may have been my first post on the CMM thread. Since then...

This may have been my first post on the CMM thread.

Since then exploration seems to have supported that viewpoint. Still a long way to go but BHP probably wouldn't say no to a bit of pocket change from its NSR entitlement.

Watching BLK struggle to get an old plant up and running serves as a reminder as to some of the difficulties the management will have to face. There team looks good and a new plant may/should be a real bonus. Funding and recouping Capex - Shallow ounces of gold from easily processed dirt should help.

Bibra IMO is between the exploration and mine phase a period when the SP tends to drift sideways unless there are significant news events. A positive DFS may be the signal for a re-rating.

The manner and timing of fund raising for a new mine will impact on the SP - again BLK is an example where SHs have not fared well through the last 3 raisings - money will be needed by CMM so it is a part of the process.

The team should have the experience to get this up and off the ground.

GLTH