Post by
astonbay on Mar 22, 2024 9:13am
Epworth is Storm 2 :)
The six immediate takeaways from the discussion are:
(i) Tom is really excited by Storm and the upcoming program-don't discount the importance of the shallow exploratory drilling on new targets using the RC rig;
(ii) he really likes Epworth a lot, as the soundbite quote for the lead in my writeup is "Storm is a success in the making. We're going to apply those lessons to Storm.2.";
(iii) he'd like to do a smallish program on Buckingham gold and the new pending base metals project area and then re-assess strategic options for Virginia;
(iv) we can expect a raise that includes FT for Epworth and some hard dollars when the timing is better; (v) he's really happy with the way that the new Board is working out because of the complementary skills and insights the new Board members offer; and
(vi) he knows they need to do a better job on the website and become more visible.
Overall, this is probably the most positive I've found him in any of my detailed discussions with him over the last few years.