CMM 0.57% $5.28 capricorn metals ltd

Ann: Commissioning Underway at Karlawinda, page-6

  1. 11,811 Posts.
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    An interesting question JSS.
    Though perhaps I have a similar thought process, but look at from a slightly different angle.
    I am more looking at the value chain so to speak.

    I hesitate to offer some suggestions, but, a starting point might be BRB, AOP, BDC, MGV (not cheap, but.... highly valuable ounces) and PDI (3 of the 5 are likely viewed as ultra boring by the market, but... I guess the contrarian in me likes that). There are likely many others!
    Disclosure, I hold them all to varying degrees (some only recently, due to their underperformance)

    Hopefully if you do a deep dive on them, at the least they might provide some bread crumbs to other potentials...

    I must admit, I have continued to wonder why GOR, or even CMM have not snapped up one of the above, as surely, having a pipeline of development is a very important pillar to longer term growth, and moving up the food chain.
 
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