Strata Investment (ASX:SRT) Holdings Presentation from Rule Symposium 2024.
An informative presentation by Michael (as always):
Mentioned Cobre around 1:22 and from 3:10 mark being their most high conviction among their investments;
Also mentioned Rick's personal holding in SRT (along with Sprott Asset Mgt);
At circa 6:23 mark the geophysics (style/tool) that Cobre is pioneering in the belt (via BHP) and at 12:19 even mentioned
possible scenario of "farm-in" etc..
Very interesting video/presentation i would say..
Ann: Significant Assay Results NCP-Advanced Met Test Work Started, page-21
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