The Chinese buyer of Khoemacau paid a lot for the mine, likely worth it as they scored an ex-China asset beyond Xi's reach.
I have no problem in SFR going into other metals if opportunity presents, yet the same issue applies there of big miners with lazy balance sheets chasing limited opportunities.
S32 has over 25 exploration projects and JVs bubbling away - must be saying Yes! to anyone with a good yarn. Still, they only need one to fire up...
Ash
SFR Price at posting:
$10.86 Sentiment: Buy Disclosure: Held
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