Reading between the lines in this letter, I'm very pleased there are possible discussions for partnerships going on atm.
Couldn't help myself, the graphs below tell a story re lack of exploration investment / new supply and the possible gains from juniors in a PM boom.
The first chart is stunning. Investments in mining exploration are at a 62-yr low! Commodities are breaking out all over the place atm and suggest a new economy and a new era of M&A's in the pipeline...
Peru is Ag king when it comes to current supply too....
And the recent change in trend means heaps more room to run over the next few years...
Inca with multiple tier 1's could snag new investors and a massive profit if the past is anything to judge buy...
Not selling one share OR option!
Poet
Ann: February 2021 MD's Letter to Shareholders, page-34
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