TKM 6.25% 3.0¢ trek metals limited

They're going to need the price to go up before raising again or...

  1. 816 Posts.
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    They're going to need the price to go up before raising again or it will come with a consolidation.

    The biggest problem we have is Zinc plays are a dime a dozen. Yes ours may have the potential to be tier one but there are plenty out there with great resources in much "safer" jurisdictions. Aussie investors simply aren't interested in a hail Mary play in these times.

    This article from Jan lists every asx stock with a zinc play. It might take you some time to get through it. https://*********.com.au/zinc-stocks-asx-ultimate-guide/

    IMHO if Trek in going to make Kroussou work, they should be (if they are not already,) targeting strategic Chinese investment. The Chinese are already working heavily in **on and are the ones most likely to be interested in a resource like Kroussou; massive, near surface but remote.

    All opinions.

    Cheers,

    DMac
 
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