BML 5.81% 8.1¢ boab metals limited

WSB/potentIal PM sQuEEze, page-413

  1. 9,798 Posts.
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    @tuoquhoy
    possibly

    though by that logic SVL should be much higher value/Ag oz than IVR or ARD - especially ARD. It is after all 3-5x the ounces and far closer to surface and far more economic as a result

    yet SVL currently trades $1.65 Ag/oz vs $2.20 IVR and $1.90 ARD

    its more like - its either economic and re-rates with the commodity its attached to - or its not and stock just runs along the bottom

    i do think it depends a lot on the strength of the case made by the individual management team's though
 
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