which copper company mol should buy and why, page-3

Dais,

I think MOL is only interested in projects in Australia as they said in the report, so probably not AZS.

I think PEX might work well for MOL.

Is there a chance holders get to vote what to do with the money eg. wind-up the company and return 21c to holders & sell moly mine for more cash return. I would vote for cash return instead of a new project.

On distant note, I think DML (in Botswana) might be an option. They got $150m debt & high opex so sp got smashed.

Cathay Fortune (Chinese, biggest holder) and Hanlong and MOL can team up to T/O DML and repay all $150m debt and reduce opex by increase production etc. But extremely unlikely MOL is interested in project outside Australia.