IMO the focus on mining may be a good decision since it is their core expertise. Also the link vto Robert Friedman may prove very helpful in providing an inside track for the company. This said I also feel that Graphene membranes may also have a great future. My big fear with CNQ is that they may suffer from "indigestion" from all the opportunities - they will have to focus on where they have an "edge". Whilst accepting they have to focus removal of uranium from "radio-active" water in remote aboriginal communities and Townville look alike could also be good prospects. Lots of opportunities but could be stretched too far for their limited cash and expertise.
CNQ Price at posting:
38.5¢ Sentiment: Hold Disclosure: Held
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