RE:RE:SEABRIGE MINES
KSM Capex = $5.3 Billion?! No Major on this planet will attempt to develop a deposit like KSM with a $5.3B plus Capex......not after disasters like Pascua-Lama. Won't happen......period.
Where SEA might fit, in the larger scheme of things: perhaps as a long term Call option on the POG, but even then, I can think of far better-leveraged vehicles. As a near term development scenario?........ ya gotta be sh itting me?....LOL!!!!