I love listening to these two people. They have thoughtful insights into precious metals that are very helpful to those of us who are trying to figure all of this out. It's a complicated maze that connects all the factors together. Thanks for the great interview.
From discovery to mine it often takes ~10 years. If the demand continues, as expected, and no serious investment takes place in this sector for a while, things will have to get interesting and some people/money will take note.