Buddy C,

it is plus and minus all over the place, what is the exact definition of consensus here ? And who decides ? The N-S road is a done deal, how will the other FN react once they start realising what is about to happen ? My view is that FN are too divided and will stay divided, except for MF. At least that is the conclusion after the process we have seen. 

In every third world situation everyone wants to see results, even if it is a bridge with no stainless steel in it, except for few locations in Africa and the remote swamps in Northern Ontario. This is linked to the free aid, allowances, financial help as existing. Justin has made this crucial point. There is no need to change for Matawa, money flowing in without a road is the status quo.

for a Major to wait til the road is build, would be a bit expensive. Voisey's Bay was sold well before Vale build the extreme ice-carrière-ship to move öre just a few times annually. So, I do Not think shareholders will have to wait for the road being in place, well before it will shift to another owner.

the catalyst will probably be the tender, part of the road being build, or FN coming to their senses, or a blackhorse moving in. It is so cheap today that I view a blackhorse may pull the trigger.

the real plus is Noront's focus for MF, N-S, taking the lead, smelter's location. And the existing shareholders, partners tell you it ain't fake either. Wonder if the misunderstandings will cost us at the finish line and how much discount is taken for the long de-risking. Depends on how markets will continue to soar.