ALK 2.25% 45.5¢ alkane resources limited

Ann: Revised Kaiser Resource Est Improves Confidence and Grade, page-105

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  1. 5,641 Posts.
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    I agree with the article there is no value in ALK SP for Boda and is undervalued relative to expanded Tommie BUT unlike the article I do not believe the Boda SS will make much of a difference to the ALK SP other than a bump on the day/few days after it is released as the market will realise ALK cannot fund the Cap ex on its own.
 
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