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Praise KeK's avatar

Enjoyed the roundup. Beyond your point on the possibly aggressive Rook I timelines compared to the site program estimates, I think it’ll also be worth watching whether construction wraps up on time and within budget. They’ve got a few good summer months ahead, but some tough winter ones near the projected completion. It’s a solid test for NXE management to prove they can deliver, even if this is one of the least complex phases...

Enjoy the US Open!

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Golden Rock Research's avatar

That's a great point Praise Kek. I have no unique insight on how the Program will go, but I'd think they will be able to get it done by Q1? We will see!

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Praise KeK's avatar

I have no insights myself, I never even looked into this exploration “housekeeping” program. But I can’t recall ever seeing a construction project (mining or otherwise), small or big, hit its deadlines and budgets. So, if this first small “test” finishes within the estimated timeline, it’s a good initial sign. Next, more serious test: early works (estimated 6 months). We will all be observing! Cheers

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Golden Rock Research's avatar

I think that's a reasonable and fair view PK.

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