DEG 1.94% $1.01 de grey mining limited

Ann: 6.8Moz Hemi Maiden Mineral Resource drives MGP to 9.0Moz, page-119

  1. 227 Posts.
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    Fantastic release, and it feels like it has pitched at just about the right level (we could have waited another 3 months and added another 1.3Moz, or waited another 3 months and rolled in some greater Hemi oz, but the commitment was "midyear").

    I understand the desire to compare (e.g. to a BGL (which I also hold), afterall they updated the market re. FS2 on the same day), however, I don't understand the need to be aggressive and the need for one to be successful at the expense of the other, etc.

    To paraphrase... the test of a first-rate intelligent investor is the ability to hold two differing investing hypotheses in mind at the same time and still retain the ability to function...

 
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