Gotta look for the clues with shells and low EV miners. To me, the vanadium acquisitions are tasters for what's to come. They're giving a pretty clear signal which direction they'll be heading in and i think there's a reasonable expectation that some further acquisitions will come to get the market proper excited. There's also hopefully some value to be realised from the Namibian spin-out, which could provide some uplift. The 3B is the opportunity to take some liquidity while it's there and price isn't too far from the placement. And for disclosure took a few in the placement but was scaled hard, so have bought 1.5x my allocation, on-market. Also, if you're a daytrader and looking for a few quick pips, ignore all of the above, as I have no idea about that sort of thing.
SBR Price at posting:
1.9¢ Sentiment: Buy Disclosure: Held
