Precisely that!
I’ve taken a 6 figure position today, diversifying away from spod producers. You only have to look at the likes of CXO to see how horribly wrong it can go for small hard rock producers at the higher end of the cost curve.
I really like what I see here, and it looks like the CEO isn’t the type to be a sell-out like most others in the region. This will be a major milestone for him to take the company to production.
General Discussion Banter GLN, page-13889
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