Macca, define "significant stake" ... it could add weight to your opinion .... my stake is equivalent to 2/3rd the average person super balance.
I like the sector and the MD and BOD, because as I stated on the BCB HC blog, these guys are serious competent operators with a lot of skin in the game, from which they'll only be able to exit when the SP is much higher and the liquidity is much much higher. Meanwhile, the low liquidity means that occasional dump by an individual may see the SP temporally pushed down without significant changes to the presumed fundamentals.
Conversely, I dont expect much upside till they have substantial productions and the new assets are bedded down .... say 12 months ?
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