SRT 0.00% 16.0¢ strata investment holdings plc

just had a lovely conversation with ian scott., page-68

  1. 755 Posts.
    You don´t know how big any of RSL´s Malawi deposits are. No-one does. We will only have an idea after drilling. And I expect Ian Scott to grab some more lucrative areas. I think if anyone has the knowledge he certainly does, don´t worry about that. So to say that RSL´s deposits are piddly compared to BMN and PDN´s is potentially very wrong. Yes possibly, but possibly not. I would agree that PDN has surfed the wave of U price rises better than any other company. I agree I don´t expect RSL to match that, but this is not to say that RSL won´t do well with respect to most companies. I expect they will do better than most. PDN´s sp rise is matched by very few, if any, putting them in the the top 0.1% or less. I would be happy if RSL is in the top 10% of companies, very happy if it is in the top 5%.
 
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