RE:Great Post CG!Well, I think the SEA dilemma is informative for anybody speculating in new ventures. Things crop up. It is terrible luck for them the chain of deposits along the Kyba Line ran right into their proposed right of way though TC. Miners need to support miners, the best outcome will be cooperation. But they have to wait for TUD to catch up, and on that score I don't think TUD can be criticized by anybody, they pulled out the stops to speed up the program this year, including perhaps raising equity when they might have waited for more favourable pricing.
Nobody has made any suggestion or prediction that sounds more reasonable to me than a joint access and concentrator/mill. It will come. What is most interesting to us is what routings work for tunnelling, and can the Smigoes leverage geographic position into a premium because whoever controls TC has significant influence over the KSM plans.
cg