BML 4.17% 11.5¢ boab metals limited

if they are worried about funds sitting 'idle' they arent really...

  1. 9,819 Posts.
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    if they are worried about funds sitting 'idle' they arent really investors

    and agree. its a really proficient business case already

    i wouldnt hang my hat too much on silver price sp linkage. the beauty of lead + silver is if you get gdp growth optimism lead will lift - if youve got threat/risk gold and so silver will uprate.

    and behind all that is a big cyclical structural support that is a tailwind for all metals exposures on trend basis

    and this now has a business case that should bring in that more perceptive investor money

    not saying i dont think silver is going much higher on trend basis

    its just not the essential lynchpin to PMY stock continuing to re-rate higher over time imo- unlike other silvers esp IVR

    id be very surprised if BurnVoir dont receive a range of very plausible finance options

    this is what they will all be keenly aware of - whether they view silver as a precious or industrial metal into the future

    https://hotcopper.com.au/data/attachments/2410/2410958-f70ea4e278592759bbce9a77b49d0b9f.jpg




 
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