Sold quite sometime ago @.062. Reason at the time was confusing messages from management, and as none really have any skin in the game, not much has changed. Then the Spanish deal came ..
Cronimet has the only win win...
Have wanted to find a reason to get back in, broadly looking it is a compelling story..,
now they are looking at acquisitions, when they are not financially or yet proven. Can see what they are in the low 4's.
Wolfram Camp & if they take on Watershed will take them far lower.
Ore sorters, have their place, like any other fine tuning to optimise, but also can create bottlenecks & to think they make EQR the gold standard, ha!
In the end there is far more to it.
Ann: Noosa Investor Presentation - Update, page-38
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