MLX 1.10% 45.0¢ metals x limited

Ann: Shareholder Update, page-14

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  1. 426 Posts.
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    @SallySet
    For me it is not about whether or not I am a strong fan of their plans.
    80% of the time, common logic prevails. (but that's not to say that there aren't more risks with smaller companies).
    I am a strong fan of Copper, Nickel and Tin assets. The later two seem more interesting in the shorter terms and Copper in the medium and longer terms.
    I am not a strong fan of their performance or results. In hinds site I am happy the MD was booted.
    This chairman seems to be reasonable.
    As for their current plans, they seem reasonable and necessarily prudent.
    But again, not happy with their recents results.



    Last edited by samkeil: 18/12/19
 
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