Take a look at the comparison thread I have been doing that for a long time. You already know that but we both know you are just being a smarty pants.
Yes it is very important to keep across a companies financials and actions. I agree EQR have not met their expected and published goals over the last years. Some of this can be attributed to things outside their control such as the weather, But outside influences can only go so far. It is how the company deals with these outside impacts that is important.
As most shareholders have been saying for a long time-> It is time for EQR to put money in the bank. I expect Saloro will be doing exactly that this quarter. Mt Carbine may take a little longer. It is all risk vs reward, Today I view EQR as a riskier play than previously. But I also view it as more rewarding play as well.
As to the level of liabilities. Having big players on the books like Oak Tree and Cronimet ease my concerns somewhat. So does the current state of the world and importance of tungsten going forward. I don't see Europe not supporting Saloro and I don't see Australia/USA/Europe not supporting Mt Carbine. It is very possible we may get news out of left field regarding grant funds from US/EU/AU. I don't count on it. But I would not be surprised.
EQR is the biggest western producer of Tungsten concentrate today. Their reports back this. Do you think there is a better play globally for Tungsten exposure than EQR and what is it if so?
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