i had a good chat with Nic regarding the RDG company, his opinion is pretty much all Garnet and little else, I have had others opinions with putting RDG garnet at 70% of its mcap value as well so putting a $50mill bill beside HVY mcap on great results is a no brainer to me, then another 10/20m dollar bill for Moz once the market wakes up to the infrastructure going ahead.
I am picking we will be seeing plenty of coarse high-grade garnet in our results, the cream of the cream, apparently that is what GMA has run out of as well GMA has also left the Ilimite out of the picture, Nic seems pretty excited with what he has seen in the Pans as per announcements and photos on twitter.
I cant see HVY not mirroring RDGs 29yr mine life once all the drilling is complete, the jorc will give 15yrs if they supply 20% of global demand as of today, that's not counting the huge upside as demand is said to surge year on year.
HVY Price at posting:
19.0¢ Sentiment: Buy Disclosure: Held
GMA has also left the Ilimite out of the picture, Nic seems pretty excited with what he has seen in the Pans as per announcements and photos on twitter.
