oaftar,
I know that you are chasing me on other threads regarding my thoughts on WTR. I don't write on all the sand miners, for a number of reasons, which includes spending time with the family. But you have MDL as a cornerstone holder, which is a positive start.
I see that you've written a question regarding a comparison to MZI. To be honest, that would be incredibly hard to do. Grades, product type and method of extraction will be different and it wouldn't actually achieve a lot.
On other posts that I have written over the years, I have outlined what I think are the key areas that investors should look at, and I go beyond grade and market prices, you'll find some of my ramblings on ILU, IDM, DRX, GUN, ATR. On IDM, I have posted pictures etc over the years, so people can get some form of visual when I talk about individual components and methods of extraction, they are mainly relating to IDM though, but the principles of sand mining are the same.
I hope this helps.
Regards and all the best
Pep
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