'Davis, who has so far raised $1 billion, is targeting mines already in operation or close to producing,'

that certainly is a key idea and not sure where that would leave not. until some assurances are given that the rof will proceed soon, then it is still an area to shy away from as there would be many opportunities in the world from which to choose which are in production or close.

and, coming in and buying, may throw off any progress made as they will appear to be an outsider(ie cliffs) and not be trusted.

we need infrastructure news to help find 'our' way.

cheers