"the question is price, the quarterly is marketing, the prize is scale"
great phrase!!
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I am with Buzzcut here, Core Mining (Glencore) and possibly BHP south of Banondo are takers before they share.
we are trapped!!
EQX have a much larger piece of land @ Mayoko and look like having a very valuable resource. Importantly they are developing community ties - employment for locals etc. This is what the government values.
Exxaro don't seem to be the leader here at all, we are sharing costs/rail and I hope this eventuates. It has always been EQX's plan to develop a 2nd rail and they want to fast track it so they may even beat sdl to production.
Get to production quickly and if you have a scalable operation well this will dwarf a capped 5 mill p/a operation.
I can' believe Middlemas has a 2nd company which could prove huge, in a small space of time.
All good
EQX Price at posting:
$1.92 Sentiment: Buy Disclosure: Held
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