I made this comment on VUL yesterday. Today I am putting it up on GBZ and on ICG to get it pulled to bits by smarter posters than me.
"What I think is that there are so many, and so many really hot opportunities among the small cap ASX explorers that the supply of those assets on the ASX market has exceeded demand, even though that demand is strong (especially for 'green commodities' necessary for the 'green revolution')
To support that view consider that drilling rigs are as scarce as hens teeth, assay labs are months behind in some cases and staff is scarce."
Does anybody have info on how Malmsbury JV drilling is shaping up - and do you all have big stockings pinned up in case presents fall from the sky?
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