NI
Nico van D.@nico_the_analyst·Bullish
Interesting numbers coming through on the copper side, fwiw the zinc upside in the Prieska project is what's been holding this together while spot prices were soft. R0.28 feels like it's pricing in a lot of doubt about permitting timelines. My reading of this is the real catalyst sits with DMRE sign-off, not the metal prices themselves, could be wrong but exploration stage plays like ORN need to show they can actually build the thing.