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03/04/25
15:49
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Originally posted by SoundandFury
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I was at the presentation, as wanted to get to access the character of the man as much as anything.
I had my cynical filter on as I know these type of things are all about drinking the cool aid
Interesting comments about the American Ambassador calling him. Rudd calling him, plenty of financiers ready to back the project, equity raising not under consideration at this time, Antimony trading at us$60K in Europe, DFS out worst case end of April (my conjecture that last point), EPA visited site and said the best thing that could happen to the site was LRV start mining again. Ron said he could easily see the mine life being extended to 20 years when asked if he could see it extending 20-30 years. Old timer that used to mine there said did they know there was also tungsten in them hills..Ron said yes but they were not meant to talk about it as not in the market..
I left completely comfortable with my over exposure to LRV. In fact if i had more cash I would be buying more in this mid 80’s range.
People get investments wrong all the time..me definitely. Obviously I hope I am not wrong here.
I am glass half empty cynic..but am glad I am overweighted to the adventure
Back to a buy
ps lunch rather good
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A nice glass of red especially re Lrv always have a good effect on investing decisions then. Good on yah
I see the rather loose pattern of responses that he won’t out in the presentations
Last edited by
vmp :
03/04/25