Gotta look for the clues with shells and low EV miners. To me,...

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.