As an insight into my view. In for a significant part of my time investing in small mining cap miners I thought it was the quality of the ore body and management disproportionately important. My view has changed (been hammered into) the call that it's a speculation on commodity price, ore body and management are less important than I thought (and not what their pays show either).
That's the result of the road I've traveled. It becomes a IMVVVVVHO.
As an insight into my view. In for a significant part of my time...
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