Nice to see market is finally stirring to the value represented...

  1. 7,486 Posts.
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    Nice to see market is finally stirring to the value represented here.

    I too am looking forward to three figure prices for my core wad of fpos and oppies cos I tend to hold onto core for 2 years before major review so long as developments are on track, and as someone said previously, they havent missed a beat so far, and neither have the technos.

    One thing I will add ....... do NOT underestimate the potential of THR's URANIUM Plays cos these were amongst the EARLY leases gained by them ahead of the U-curve and I for one believe we will see plenty of good surprises come outa the U -program. I actually picked THR as one of my top 3 for 2007 cos of its bread and butter W-Mo, itself very undervalued, offering a free call option on the very good U.

    And dont compare THR with KIS cos greedy KIS wanted the Chinese to fork out 100 mill capex for half. I had KIS but dumped them for THR as soon as the relative numbers came out ....... THR 45% of the capex for 65% of the KIS earnings ..... plus the U to boot. No seawall to worry about here bros.

    Happy to see THR is on course both on FA and TA and cosmics to boot ...... a powerful combo. Am VERY happy to see HNC as the likely JV partner. Their usual MO (cf CMR) is to put up all capex for 50% of the bread and butter with offtake guarnteed ....... U EXCLUDED. If such is the case here, we will get MAX for our bucks with no project risk or dilution.

    Should go away more often and let u guys steer the ship, Thor (Zeus) be praised haha.

    IMBOOC

 
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