At first blush I find the shift to Arizona to be disapointing. Maybe a deal is being hashed out as we speak. Or, maybe the SC district is getting too developed and pricy as it is in order to sell it quickly.

Why make the SC asset more prohibitively expensive. Say a buyer taking out the project is looking to spend between $1B to $5B to by the BC asset. That buyer then needs to build and finance the mine. Say that is only $3B to build. That's a $4 B to $8 Billion byte all at once which is a sobering thought for even the major miners.

If there is to be a CUU 2.0, we can be sure that the Arizona properties will be part of it. The Sombrero Butte project has some promising drill results in those breccia pipes. While the deal is worked out on Schaft and/or the entire BC assets, work on those properties that will be part of CUU 2.0 (if there is one).