RE:I'm out - glta....I can understand your decision. There are a host of things that need to be explained / de-risked. For example copper recovery rate has been de-risked. ( Side bar….. it will be interesting to see what happens to the recovery rate when they have their own smelter and can sacrifice concentrate copper percentage.) I would think back fill and plaster right about now has been de-risked. I have a list, and it keeps getting smaller. The biggest elephant in the room is the rewrite of the mining code in 2018.
The market has a perception of the value Ivanhoe. This being the first quarterly new release of this sort, presents an opportunity to adjust that perception. I think it will be a positive adjustment, but one that you cannot yet measure and weigh because it is a first. On the other hand RF has been presenting for years, and I have yet to see a bad presentation.
GLTA