I think if anyone is in play for M&A its us and my picks are OZ Minerals, "Galaxy", Glencore, Independence and Pilbara Minerals. These have B/S flexibility, the ability to raise capital easily.
I forgot Galaxy need to shore up its reserves and could launch a pre-emptive strike.
Make no mistake, alot missed KDR and cant touch it.....
But As soon as our drill hits Zola, we could go nuts IMHO. Days or weeks away...
Exciting next few months.
GG
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I think if anyone is in play for M&A its us and my picks are OZ...
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