Yep, Good call, once that 3.8 million tonnes is finished at Xtrata's mount calm, then they are going to be looking for more produciton, if they aren't already. I believe they are running 800,000 tonnes of feed through per year so the life span is getting short.
Excellent point these stories GCR and AGX are all near essential infrastructure and that is why they are so valuable...it's not blow your hair back grades, but they are very good and combined with the location...you can't beat it. Those who follow Noront would know that there is a major infrastructure challenge to be dealt with at that world class find, which is why they need so much tonnage and are blessed with very high grades, they need them.