AZY 9.09% 1.2¢ antipa minerals limited

I have a tiny allocation in this one mainly on the back of...

  1. 229 Posts.
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    I have a tiny allocation in this one mainly on the back of strong JV partners but I never understood (and still don't!) where the >100m valuation is coming from compared to some peers who have more proven resources + plans to production. Is the idea mainly here to piggy back off the partners? Surely the plan is not to actually develop their standalone resource, doesn't seem bankable to me. I would chip in if it came off a bit as an exploration punt.
    Last edited by y0w4ll3t: 16/11/20
 
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