ASR 14.3% 0.6¢ asra minerals limited

There not a new holder, they increased holdings. 1m or so...

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    There not a new holder, they increased holdings. 1m or so raised, they took 200k.

    I do not think a TO on cards due to taking less than 1/4 of placement.

    If there is a TO at some stage, I believe look towards RED.

    They are building a plant with 2mtpa extra capacity and within stones thrown of Tnr.

    RED at extra capacity reduced cost per oz. Also increases RED resources in area.

    NVA I think strategic investment as they can not leverage logistical side, unless they take Tnr and red, but red 4x bigger than nva, plus NVA hands full in ALASKA.
 
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