No worries @edgescape - however it was @Teerex who put me onto that podcast (see here) and I was just highlighting the episode number being my favourite number, and putting a link in there - in addition to Teerex's plain text link already provided.
DVP (Develop Global) are now back in my super. I've also added some BGL (Bellevue Gold) to my SMSF too (never say never, I know I did say "never again" after they screwed their shareholders over twice by announcing CRs within a fortnight of assuring everybody that they had plenty of cash and didn't need to raise, i,e, in 2023 and in 2024) - and my recent change of heart/mind is based on Bill B's assessment of the Bellevue mine (towards the end of that podcast) and its likely trajectory in terms of production now that they have so much more infrastructure in place and are able to significantly increase the development metres achieved per month - which Bill said impoved dramatically in December and again in January - which will be reflected in their March quarterly report when it's released in the second half of April.
I recently got a much better idea of just how much jumbo operators in underground mines rely on services such as water (required for drilling), dewatering, power (a REAL big one), and adequate ventilation and cooling, from listening to Matty (@ MoM) when he recently did one poddy with Ali (when Trav and JD were in Africa) where he gave a heap more colour around why well organised mines are so much easier to work in, and why that translates into superior results, which includes meeting or exceeding guidance without sacrificing efficiency or future production, which can happen when people try to take shortcuts or are asked to do dumb things by management to try to hit their end-of-month numbers.
Also, why ground conditions are so important to how fast they can develop (drill). The ground conditions at Bellevue are reasonable except the rock is super hard, so it takes longer to drill through, and therefore efficiencies are really important when development is already behind schedule as it has been at Bellevue.
By all accounts, including from what Bill said in that "Hole Truth" poddy (Episode #77), apart from the rock being so hard, another factor that had contributed to DVP struggling to hit their metres per month development targets at Bellevue up to November was the lack of adequate underground infrastructure, so they were having to wait too long to get power and water and suction (dewatering) and ventilation extended to where it was needed as they went. Everyone has to work together and the planning has to be spot on and everything done right by everybody at the right time or else efficiency and productivity suffers and both development and production targets become far less achievable.
Last year, the MoM crew had a couple of Matty's mates in for 2 episodes (one visit for a few slabs and yarns but split into two poddys) who both had years of experience as underground Jumbo operators, and their war stories as well as Matty's were a real eye-opener. One of many things that stood out for me was that they had enormous respect for management who understood what you need to efficiently mine underground and made it happen while looking after their key operators, and they didn't mean financially (although they are paid very well on the Jumbos, especially if they're good operators) but looked after in terms of making sure they had what they needed to do their jobs efficiently and weren't unnecessarily uncomfortable doing it (such as due to excessive heat or fumes or wading through mud). And by management they usually meant the supervisors and bosses that they answered to, but also higher up, because if you've got people at the top expecting you to do the impossible with bugger all resources then that sh!t flows downhill through other bosses and it all stops at the coalface (the literal low point), although they were mostly talking gold mines plus a few copper and nickel mines, not coal.
Anyway, I reckon the pain killers and the tiredness are combining to cause me to assume that people are interested in my 2am ramblings, and that's probably a false assumption, so I'll leave it there.