RE:Ken Konkin interview
Ten drills and 60,000 m, mostly grinding more ounces and trying to put a lasso around Goldstorm, still adding value with every hole. But some potentially big holes out of PSZ and Eureka, maybe Calm before the Storm ... all super positive.
Metal markets have to hold, but with limited downsizing downside and huge upside, lots to love with TUD at today's anemic SP.
KK's optimism - size of Grasberg or bigger, PSZ as big or bigger than Ironcap and Goldstorm, nice. Could be another great year. Eventually the market will figure it out as well.
cg