Cost per tonne of nickel to be produced, the SMY deal looks attractive - particularly if they pull it off with no further share issues. SMY also desperately needed some exploration upside, which comes with the new mine.
In my view, MCR was a very good short term buy when it broke the down trend line about a week ago (tried to buy some but missed). Long term not sure, but it doesn't look overvalued on fundamentals.
Grigor favours IGO as the best nickel value around - and one should be very careful before choosing to disagree with him.
Cheers
Rosco
- Forums
- ASX - By Stock
- SMY
- + + data and comment + +
SMY
sally malay mining limited
+ + data and comment + +, page-10
-
- There are more pages in this discussion • 9 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)