Well worth the read ... so where better is the sovereign risk than AUSTRALIA for USA, NATO and ASEAN.
LRV will quickly pass $2 if the February 25 prediction that antimony could reach USD 100KPT as that would add a minimum of $200m per annum to LRVs net earnings.
What article some might say but I will repost it as it was very informative and many of the views expressed have come to pass.
DFS using spot of USD 57KPT drove a very solid NPV of ~ $2.95 on 430m shares fully diluted, so I would expect if the NPV were rerun at USD 100KPT then this would likely equate of a value > $5 per share.
CHINA is not going to relax its restrictions on CRMs and REs anytime soon ... the noise from the USA & NATO is far too loud.
AIMHO / DYOR / GLTAH
LRV Price at posting:
61.5¢ Sentiment: Buy Disclosure: Held
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