MAC 1.85% $17.64 metals acquisition limited

Ann: Q2 2024 Quarterly Presentation, page-4

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    Matt Griffin's take on MAC from 16min 50sec onwards - worth a listen people.

    Picking Small Cap Gems with Matt Griffin (youtube.com)

    In no particular order and according to Matt Griffin:

    - lumpy quarterly performance expected as high grade stoped hit the mill
    - Vent-constrained operation
    - not going to do stupid acquisitions
    - some Cobar synergies hinted at
    Last edited by eastwest101: 24/07/24
 
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