STM 14.3% 1.2¢ sunstone metals ltd

Yes, and of course this is the natural progression required as...

  1. 10,590 Posts.
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    Yes, and of course this is the natural progression required as any company moves forward.
    It may seem a touch early to some but I like the timing.
    As the world works out that cash is dead and only tangible assets have value we should see a continuing rerate for all commodities that are supply limited. Metals are of course one of the most supply limited classes, esp with the energy transitions that are happening.

    Sunstone made substantial progress with discovery last year even if the share price and macro made it appear otherwise. This year should see the discoveries increase and the macro become more supportive.


 
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