MLX 0.00% 45.0¢ metals x limited

Awesome ... MLX is such a no-brainer IMO.I really like the Con...

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  1. JID
    3,679 Posts.
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    Awesome ... MLX is such a no-brainer IMO.

    I really like the Con Note and the 40.6m Options too which retains a lot of potential upside to any bull market in Cu and the successful execution of CYM's plans, including Nifty, but also IGO potentially discovering something significant.

    MLX can now focus on the Sn business, which itself has massive tailwinds (Mark Thompson) and, if the thesis plays out only half as well as anticipated, means MLX is currently materially undervalued, let alone if the Cu thesis also plays out.

    Cheers
    John
 
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