It isn't that IAMGOLD "is going to" try to mimic SRSR's approach to the market... it is that they've been working at doing that now for quite a while, and now appear to have basically admitted recently that they've failed in the effort. The issue in reality for any explorer or miner, not just for SRSR, simply IS defined at some limit by what the rocks have in them. That's a very simple truth in exploration that some would prefer to ignore... but, at that limit, both cost and value (and relative utility in investment as a result) are almost linear in being defined by that.
I won't argue with you on thinking I'll also enjoy seeing SRSR better mimicking IAMGOLD's market cap...
If you compare two comparable deposits, but one has ore exposed on the surface, and the other has an ore surface that is 500 feet or 1500 feet below the overburden, and situated below the water table ? Well, then, they're not really comparable. Similarly, if you find REE and niobium values do coexist in the same deposit, but in one case the REE and niobium are found together in the same rocks, and in the other case they're sort of co-located within the deposit structure, but not in the same rocks, so that it will require separate efforts in mine development just to access each of them ? Then, they're not really comparable. Both the IAMGOLD effort at Niobec and the effort focused on exploring the deposit in Nebraska, have each recently proved to have both of those exact issues posing an obvious set of limits for them, relative to what the rocks at Nemegosenda offer.
That they each spent a lot of money and drilled a lot of holes in a short time relative to SRSR... in order to get to where they are now in the comparison ? Who would you rather have managing your project... the folks who spent a whole lot of your money and failed to prove the value ? Or, the folks who spent relatively little and still came out way ahead in the comparison... while only benefiting from their competitors efforts ?
Given the solid paper trail in the PR, it's really not that hard to follow the evolution in the IAMGOLD story line re Niobec (or that in Nebraska) in relation to the evolution in the SRSR storyline re Nemegosenda. It seems to me it's worth making a careful effort doing that yourself, if you haven't.
Otherwise, once you get past the Nemegosenda deposit having a couple of meaningfully more advantageous features, it looks to me like there clearly is an parallel element in SRSR patterning its efforts after IAMGOLD's, given the dual parallel interests in focus, including SRSR's interest in gold at the Shining Tree camp ? I clearly don't think that's an issue... as far as IAMGOLD or SRSR's focus being a problem. It just DOES boil down to proper comparisons in competition always being relative, with "what's in the rocks" not being a thing that's nearly as "relative" as much as other things in the features apparent in making a comparison are.
In my book, better rocks that are significantly undervalued... beats lesser rocks that aren't.
Given that relativity matters, and given a choice between holding shares in Niobec's project, or holding shares in Niostar ? I'd rather own shares in the one with the greatest relative advantages that matter most... whether you're looking at the linear comparisons between what the rocks have in them, or the less linear comparisons between the relative valuation of them.
SRSR gots the rocks.
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