Jand J......Apart from the obvious three I like your junior IPT,not so much for their Orange ground which is good but rather for their potential in the Pilbara.
And that is simply an assumption that the deeper the conglomerate goes the better it will be .
Obviously that has yet to be proved.
Unfortunately though, they like KAI,seem to suffer from a management team who talk the talk but thus far don't seem to walk the walk.
Hold shares in DEG ,ARV and to a lesser extent NOV.
Have held shares in the other two but became disillusioned with management and sold, but watching.
Still believe the spodumene story to be a major strike for DEG and probably thus far underrated by the market which seems much more obsessed with the gold.
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