RE:RE:Ivanhoe W.Foreland ConcessionMy sense is that the majors will be very keen on the WF and Ivanhoe in general.
If you look at the social license to operate, the big miners will be focused on the ESG message that Robert is constantly promoting. Hydro power, high grade, community focus, low cost, low capital intensity and partnership with the government etc. More than anything, the big miners need to protect their iron ore operations in Australia. One way to do that is to broaden their ESC credentials through a green copper asset like KK and the WF.
Look at what has happened to thermal coal. No public company wants to own it anymore (at least thermal). The last thing the big boys want is to lose their shareholders on account of lack of ESG focus. This will be a big deal.