Good to see you do post on threads where you hold binbin.
Was keeping a watch on tungsten, got out of the habit and nice to see it has recovered quite a bit in last 12 months (certainly more than uranium, but that wave is on the way :).
Anyway, may be a good time to buy in, given US economy is looking it to have turned the corner. Am fairly sure Chinese govt has banned exports of tungsten - is that right? Another consideration is KIS with its plant being revitalised right by their harbour, which you think would make it more profitable. However it seems CNQ are further advanced and certainly appears to have stronger management. Brief look today at KIS AGM preso was underwhelming.
If you have time would appreciate your views on CNQ vs KIS and the other emerging players in the segment. Also be good to see you pitching a stock lol.
CNQ Price at posting:
9.8¢ Sentiment: Hold Disclosure: Held
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