RE:RE:NOW is the time for DNT, CDG
I spoke with my broker at MS about it and she is actually recommending dnt to her clients based on the amount of copper in the ground, the buy-in from Fortescu and the heavy demand for copper due to the rise of car electrification. She didn't give me a direct price target but said it could be an easy 10x to 20x above the current price in 2021 if you are willing to wait; the north property progress is expected to pickup steam in the coming months. She anticipates FMG will take a larger position and probably add it to it's main operations to establish a foothold in south america. There are other possible suitors that may take a stab at it, it's just whose going to move first.
I also asked her about cdg in Mexico and she would expect that the new SDA plant should be turning in about 5 months and the stockpiles of ore can be processed and dollars flowing which should translate to a price target around 60-75 cents.
I'm accumulating on both, my view is that CDG will move in the short term and DNT mid next year. Either way money can be made on both of these.