Hey Sky, thanks for the tag. I'm certainly aware of TPD, although I am currently not a holder. As you know I was quite heavy in NWE (now MIN) and am still heavy in STX... which has had a stellar run of late. Watching that one closely.
I am keeping a side- eye on TPD, it is interesting one... very strong volume today, looks as though the market is liking some near term catalysts with Walyering c/f around the corner and current drilling campaign in Mongolia. Personally, I am not a fan of overseas jurisdictions for mining / resources (been burnt before), have always found Aus Tier 1, in particular WA, my home state. So yes, TPD's PB assets are what I would be investing in. It appears I can't get enough exposure to the PB.
I do believe the imminent c/f will result in a step-transformation (and give the CR's a pause) and depending what happens with Mongolia, a strong candidate for corporate action. I think mgt on a whole is solid with clear vision on commercializing their assets. So some solid ticks for me.
Btw good to also see some posters here I recognise and respect... will do some more research and you may see me as a holder soon... and probably need to get my skates on given the volume... and it might also give me another home after my exit at NWE.
Cheers
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