SDV 3.66% 42.5¢ scidev ltd

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  1. 793 Posts.
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    Gday all,
    The fwd p/e of Intec including the Burnie 10k Tonne Western Grade Zinc is about 2!!!!!(two) I'm nervous like everybody else, but at 90c/lb or USD 2000/tonne for break evens, and fwd sales, it's still looking good , so a buying opportunity it is to me.......very interesting re ivanhoe and their use of the technology in Mongolia. And from the way I read the last INL announcement I gleaned that Ivanhoe aren't selling there remaining stake. Hedge fund going bust, ouch, but probably will be a time to buy. Fundamentals are still great for this stock with a huge future in front of it and generating cash with a 20% share in a start up mine down the road.....I'm holding too
    The broker road show should be interesting, and the zinc conference in sydney, how much does it cost? I live 10mins away and would love to go.
 
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