CR1 constellation resources limited

What's in the stable right now? PLL: lithium SO4: potash...

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    What's in the stable right now?

    PLL: lithium
    SO4: potash
    PNL/PDZ: coal
    SVM: graphite
    BKY: uranium

    ODY is likely to get any O&G project, as it has a high cash balance and is already an o&g shell, so less risk of Ch1&2.

    My best guess (and what I'd like to see) is gold. Nothing in the stable atm they have experience monetising gold assets and lots of connections in Africa, where many of the best projects reside. Gold can also be easier to raise equity/debt for, which is handy if credit/equity markets get tighter.

    Other contenders would be copper and nickel. Both have reasonable s&d on a 3-5 year basis.
 
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