great minds think alike LoC - I always thought Palm Springs was a natural fit for a small co - but I think given the skills shortage the timing is not right if it was my money.
I also reckon PNR are finally on the right path forward at Norseman. debt is not astronomical and remain unhedged. most technical issues appear to have been ironed out. I like the transparency- the UG face grades are robust pointing towards decent near term production. Scotia also looks decent although the GC drill pattern is a little on the broad side - hope they're managing the ore spotting well - sensitivity to ore loss more than dilution. keeping the plant fed and stockpiles built is key here.
not a holder .... yet but I think there's a pivot point here. This is the struggler that should pull itself out of the debt hole. not a popular opinion on the forum, or the market but I've made my best money being a niggly contrarian old fugger.
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