RE:The market is throwing a fly into the ointmentmarket way overbought, commodities will revert to mean, always a risk for mine devt during boom times is that by the time you really ramp up, things can go south fast. that,s what happened in 08,i'm sure we'll get financing in place since its imminent and health situation even if a concern again will ebb and flow.
the fundamental story is based on mid to long term commodity outlooks, and that dictates where the big money goes (such as debt financing). some on the froth is coming out, i have no doubt that some or non specialized funds will be getting nervous about backing early stage commodity plays, but that does not affect genm, the quality is there at every level.
good luck