YAR 0.00% 0.3¢ yari minerals limited

I'm not convinced yet. I'm long-term bullish on CZL but there's...

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    I'm not convinced yet. I'm long-term bullish on CZL but there's a clear downtrend over years that I suspect needs some really strong news to break and I personally haven't ruled out another CR.

    I think the rebound off 0.006 was a solid sign of support but if the current trend doesn't break we'll see 0.005 this year (I can't imagine it going any lower but it's possible), and management has generally failed to meet basic expectations over the years, especially regarding Plomasas. While there are plenty of reasons for that, it's still on management to turn it around and I'm eager to see them do that.

    Either way I'm sitting out for now and happy to pay the premium after some genuinely solid news.
 
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