I do love BAU's potential though .. as we all do. Its looking set to make the move up to the next level.
As to the other bauxite plays mentioned ... Ord is interesting/cheap, I think market will want more definative progress given the location in Laos.
HRS is not a bauxite play, their recently announced forey is early stage with limited details. I own them & HGL for the ownership of TCN, and their cash position, relative to the low SP.
MLM is a different kettle of fish too, they are a more diversified play, and so the market is see them diferently to BAU. With them floating off the bauxite soo, I have stayed away
BAU to me is the best of them
cheers
BAU Price at posting:
0.0¢ Sentiment: LT Buy Disclosure: Held
