TLM 4.26% 24.5¢ talisman mining limited

Ann: Talisman Receives First Wonmunna Royalty Payment, page-126

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  1. 3,407 Posts.
    lightbulb Created with Sketch. 1085
    Judging by MIN's fight with FMG, which seems to be somewhat personal for the EDs now, I think MIN will continue to ramp up for both benefits of scale and to challenge FMG's position in the numbers game, regardless of IO price.

    I'm still waiting for TLM to announce their next acquisition - will it be copper/gold in line with current exploration, or will they jump on one of the hot metals bandwagons: lithium, REEs, uranium? < listed in order of my own preferences. Not sure if the U3o8 thing will last long tbh. Li and REEs have a good future macro case. U3o8 price rise is caused by drop in production b/c of COVID, not new demand or forward pricing to compensate for predicted rising demand.
 
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