Thought WAF made sense but given they have finance that might be off the table.
Producers - maybe ORE (Orezone)
Developers:
ORR (Orecorp) as a higher grade option 2g/t+ -200kozpa
OSI (Osino) more middling grade - 175kozpa
MAU (Montage) already own 18% (but some other majors in there too) - low grade/bulk tonneage - 257kozpa
Any other ideas that make sense?
I assume they want something with decent scale. Sissingue close to dead so any of the above move them back into the 600-700kozpa bracket. They have the funds that the current owners don't to develop any of these. That production volume for sub $3m MC would remain dirt cheap.
So much under valued, page-25
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Last
$2.53 |
Change
0.055(2.23%) |
Mkt cap ! $3.461B | |||
| Open | High | Low | Value | Volume |
| $2.52 | $2.54 | $2.50 | $3.791M | 1.504M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 41 | 72902 | $2.52 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $2.53 | 87472 | 60 |
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| Last trade - 12.25pm 15/11/2024 (20 minute delay) ? |
| PRU (ASX) Chart |