While I agree that it's current valuation is stupidly low, where do you see the rerate coming from? They won't have a jorc until late next year, there appears to be no end in sight to the delays in getting the Australian copper/cobalt project moving and I'm not sure they have enough cash to see them through the next lot of drilling to get to jorc.
Interested to hear your thoughts.
TKM Price at posting:
1.1¢ Sentiment: None Disclosure: Held
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