SDV 1.35% 37.5¢ scidev ltd

to buy or not to buy

  1. 874 Posts.
    Interesting how INL has evolved from a high tech solution for ore extraction to hands on processor of tailings to high tech patented waste treatment ip company.

    They are moving into a market that is huge and largely low tech with a highly differentiated product that seems both highly win/win and high margin

    Dave mentioned INL's relationship with the EPA some years back and as tweety said this deal hasn't happened overnight. What more is bubbling away.

    Like to have a clearer picture of whether the future strategy is ownership of processing like Newcastle or fees/royalty like this or both. Quite different strategies and capital requirements and returns

    Like most I've been torn between sinking more given I've lost heaps but the way management keep developing pathways to great sucess against the odds continues to impress.

    The light at the end of the tunnel continues to burn bright so it's going have to be my version of tattslotto - something to base dreams on.

    I reckon I'm in
 
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