i remain convinced that BMN has a bullseye on its forehead.
have always suspected that once the PFS is out the company has a limited lifespan until its taken over by a mid tier or a sovergien.
ok its not the cheapest producer in the world but it is a very cheap capex figure and its all about 7M/lbs p.a.
politics is driven by energy, U is energy
scale people, scale
i suspect todays trading may have calmed it all down for a better week next week.
good luck folks
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