Shaw & Partners must either be Steve Parsons fans or keen on the ground and/or metal prices, I haven't found the actual Shaw & Partners recommendation yet with their justification and am wondering whether its still the same recommendation as their Sept 2023 one or if its a new updated/conviction recommendation.
This slide leapt out at me from the recent presentations to the Macquarie Conference, when you dive into the detail of what is happening to the peer group of FFM there are a few themes that are repeated.
Quite a few Australian companies came unstuck with their acquisitions in Canada but that might be a gold thing and a Covid timing thing, so interested to see how Shaw & Partners think that Parsons can make this one work where some before have failed.....
Maybe they are thinking like me and maybe Steve Parsons - high grade solves nearly every problem once the operation is up and running. Seemed to be the BGL solution as well.
Ann: Name Change to FireFly Metals Ltd, page-31
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