Thx Cashmeoutside ... awesome analysis as always.
I think the jurisdictional risk with AFM vs. MLX is something that "doesn't matter until it does" ... and then you're relieved to be holding so much more MLX vs. AFM.
I hold both now, but heavily skewed to MLX ... just adding to AFM to keep my Sn exposure the same in anticipation of needing to risk manage what has become a large MLX position due to the 8.6c ---> 25.5c move in <6 months.
I should really know this (but don't) ... how much involvement does MLX have at Renison vs. their Chinese partner - who runs the show ?? Who makes the capex / project / exploration / production decisions ?? Given the state of relations between Australia and China I wonder if there are any implications / opportunities.
Cheers
John
Thx Cashmeoutside ... awesome analysis as always.I think the...
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Last
43.5¢ |
Change
0.005(1.16%) |
Mkt cap ! $394.2M | |||
| Open | High | Low | Value | Volume |
| 44.0¢ | 44.5¢ | 41.5¢ | $3.195M | 7.500M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 136721 | 43.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 43.5¢ | 624092 | 4 |
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| Last trade - 16.10pm 06/05/2024 (20 minute delay) ? |
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Last
42.5¢ |
Change
0.005 ( 0.30 %) |
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| Open | High | Low | Volume | ||
| 44.0¢ | 44.0¢ | 41.5¢ | 2929489 | ||
| Last updated 15.59pm 06/05/2024 ? | |||||
| MLX (ASX) Chart |