I bought a few ALK back in late Aug as a punt TM. This one really is for the bottom drawer. If the stars align on Zirconia Project (need speciality metals prices to increase significantly to get the project funded IMO), it will bag more times than i'd like to post on here for fear of being shipped of to the psych ward. The project is monstrous, and would be attractive to the Chinese...
In the meantime they have a handy little gold operation 50-60koz, paying the bills generating 20m free cashflow. This aint going away any time soon with nearly 1moz resource defined.
Very interested that you have picked this one up in your charts. Maybe there is a catalyst coming for a re-rate sooner than I expected. Do you mind sharing more?
The Brains Trust - 2015, page-12214
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