My knowledge is from following the SOP thing unfold in WA. No industry knowledge.
I don’t follow DNK closely but did hold when they were STB and had Lake Disappointment East. I sold before the SP went crazy with the BHP/Pot Corp takeover.
Digging up rather than evaporation over the best part of the year is always going to be a winner. RWD are thinking the same with exploration upstream of Lake Disappointment.
They have finance and look good on paper. You have to decide if you like the ownership structure and Eritrea.
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