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are phosphate grades at stb better than mak, page-8

  1. stevenjd
    27,843 Posts.
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    23/04/08
    15:18
    Post #: 3620302
    just hold em all, but balance it based on perceived upside.

    I hold MAK, MAKO, STB, SMD, GCR, KRB, MLX ia ag.

    I figured STB was a better bang for buck over RWD, as it held upside by association over a smaller MC, with Phosphate on it's side as well

    SMD likely in bed with STB for phosphate.

    GCR free carried with Legend, close to IPL.

    KRB, some drills, surround IPL, could be big, have to wait for current field trip to report.

    cheers
    AEV Price at posting: 0.0¢ Sentiment: LT Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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