Ann: Capital Raising Brings in Strategic Investor SMT, page-135

This is the brutal reality of the Lassonde curve

For all the criticisms on the management team, I can't see many other stronger management teams out there capable of pulling off what these guys will, and already have. Those that invest now will own part of 1) derisked pathway to large mineral processing facility with large upstream and downstream partners 2) operating gas field and infrastructure.

Waiting to redploy some funds. I think China nerves have a few more weeks to play out, but this one is high up my watch list.