fatty , page-32

followme,

I hold

MAK, MAKO, the lion againt all others IMO.

I hold STB, for potash adjacent and extension of RWD, plus upside to carbodia phosphate, plus other aquasitions. Best spec IMO.

I hold SMD, smaller holding than STB, as a single project in ags, but IMO, as SMD is smack in the middle of the STB ground, who is to say which of these will have the better drills at depth? Old CRA results look decent for the project overall.

I hold GCR, 20% free carried with Legend, with resources, and on closer look, these guys have some very decent uranium prospects.

I hold KRB, they surround IPL's phosphate hill, early days, but some positve drills, possible extensions of PH.

I hold MLXO, and have so for a while for tin, but they have a phosphate project that may interest. SOLID, no spec on the base mental, upside to the phosphate.

I like RWD but do not hold. I see more upside to STB covering both sides, and IMO will rally on the extensions of RWD deposit, and success.

I do like MNM, but do not hold, as it is too early IMO to form an educated opinion on the RP play. On the coal side of things, they look promising, i believe there is some work to do there as well, and the 500MT quoted may be more target orientated than JORC. Promising as a punt for an early coal play.


cheers