RE: If not Davidson, then what ?I agree with you guys, the Davidson project is not going to be the most economical situation possible if TCM wants to take advantage of the high Moly prices that we are going to see. LWC seems to be the quickest play that TCM could incorporate into their current production and start taking advantage of the profits instead of waiting for other projects that have countless issues to deal with, as well as take the chance of missing out on the high prices.
The belt idea that Mack had proposed seems to be very interesting and cost effective. While I dont know if this is possible, and Im sure it is, but even if they had to truck the ore down to the endako mine, the distance is almost nothing, and could increase the output significantly than having TCM truck in ore from Davidson, think how many more trucks could go down there, and the cost saving of having Nithi right next door. Plus the fact that the TCM guys already know what there is to know about the Moly quality and makeup since its part of the same ore body as endako...
Really this is a no brainer...having your money in LWC, and TCM is going to make a lot of people a lot of money.