M&As have hardly started...interesting write up on Twitter on PM...

M&As have hardly started...interesting write up on Twitter on PM sector being oversold and undervalued compared to other sectors and has attracted less investment but profits have been up for producers and have been paying down debt... as a result of less investment miners haven't invested in securing new feed stock and not many > 2mt new mines available... I feel confident the new year will see a flurry of M&As and rerates... if sbm share price as a result, bdc get a better price more reflective of the size of the resource, hopefully a better offer is also made by someone else... looking forward to 2022....