RE:Excellent discussion, folksI agree with Delta being the primary play to own. I don't think that is arguable. I also agree on your geology over closeology comment. Mistango believes Delta1 geology spills into their land package, as does Metals Creeks' into their property. True....not true????? .... no one knows this early on. Thunder Gold to the east believes they have a large low grade deposit that will be economic to mine. Goldshore to the west has 6M inferred AU ozs @ over a g/t. KesselRuns' property is adjacent to the west of Goldshore.
So with Jrs, especially early exploration so beaten down I am taking a piece of all of them. Delta being my largest position. M&A has not come easy in the sector. I would suspect some of the land packages would have to consolidate to become more attractive for partnering or a buyout. It's all a guess, but the route I'm going with & will hold as long as needed. At these market caps there is limited downside IMO.