I think the jurisdictional risk with AFM vs. MLX is something that "doesn't matter until it does" ... and then you're relieved to be holding so much more MLX vs. AFM.
I hold both now, but heavily skewed to MLX ... just adding to AFM to keep my Sn exposure the same in anticipation of needing to risk manage what has become a large MLX position due to the 8.6c ---> 25.5c move in <6 months.
I should really know this (but don't) ... how much involvement does MLX have at Renison vs. their Chinese partner - who runs the show ?? Who makes the capex / project / exploration / production decisions ?? Given the state of relations between Australia and China I wonder if there are any implications / opportunities.
Cheers John
MLX Price at posting:
24.5¢ Sentiment: None Disclosure: Held
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