I bought into this company because:
1) I trust the integrity and work ethic of the management team. they've been around the block enough times to know what they're doing, and still managed to maintain a good reputation in a sector where bad news travels very fast.
2) the alpha deposit is so well known there's very little left to prove.
the east Tennant opportunity is just the icing on the cake.
there's very few companies I've invested in where I've had such confidence in the management team. and I can't see, after Pilbara and bardoc, how or why they would suddenly fall into disrepute with GRV (not impossible I know, but i just can't see it).
I'm not blind to the possibility of wheels falling off, but I think the risks lie in government policy and other social issues rather than management ability to execute.
Add to My Watchlist
What is My Watchlist?
