TTI has proven itself has a good business over a long period (not withstanding the recent furnace issues).
GCO has obviously struggled to reach nameplate and while there are incremental improvements it still seems some way off. But they were still cash flow positive in the last quarter when they had the mine turnaround so that will be making reasonable money next quarter with higher production and higher product pricing. If they can lift production rates the site has a lot going for it given the long mine life.
I'm hopeful of a good lift in the share price given a few months of steady production and a refinancing of the bank debt ... I've been in this stock for a long time with an average buy-in price around 55c, so it would be nice to finally see it pay!!!
