BML/LNC - decided not to buy the gap ups
BML - twinned holes, small shortfall to be placed near 7m
LNC - good announcement but dodgy placement price to burn shorts imo, been watching for a while for entry
raising at $4.50 approx 2nd tranche based on vwap - so Bond thinks LNC market cap will rise $1.5b on the ann? what a load of
KZL - hold 97.5m MUX which come out of escrow in a few weeks plus had NTA of 60c in HY report
potential assets for sale imo but at what price? need to reduce cash burn, not sure how much debt after selling off nickel assets
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