Stu - I suggest you don't use the acquisition of Apollo by Ramelius as a sighter for Breaker. That was an aberration, a case I consider to be a rush of blood by Ramelius management and a lack of oversight by the Ramelius board. I think toe to toe on gold Breaker and Lake Roe are more prospective than what Ramelius has at Rebecca and the fact is that zero value was given to Rebecca now it is the Ramelius stable, and Mark Zeptner of Ramelius has yet to articulate a coherent case for buying Rebecca other than some vague regional nearology. Then Breaker has Manna and lithium on top of the gold.
I accept that a clear decision was made to keep Breaker as a gold company, not a lithium company, and therefore its primary focus should be in moving towards a mining operation at Lake Roe. However I do think Breaker should stay active in checking for lithium on its current tenements as the lithium super-cycle is only getting started.
BRB Price at posting:
19.5¢ Sentiment: Hold Disclosure: Held