Best to have a look at the Top 20...it’s littered with Mining gurus like Charlie Bass and Ron Manners...and dare I say least... the Clough Family!
Looks to me like they’re running it as their own, not being pressured by the market for instant gratification but long term wealth...contracts that are deliverable and add real value.
They keep ticking the boxes to deliver a seriously High Grade Mine of a commodity that Morgan Stanley predicts will hit USD210 a tonne.
I still don’t believe the market believes it’s real...so a rerating of reratings could certainly be on the cards.
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Best to have a look at the Top 20...it’s littered with Mining...
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