Bulk commodities are largely about logistics.
Logistics here are pretty good I think. Close to rail and close to the coast.
Its a comparable story to West Peak Iron. (The 2 together would make some sense, and I like the management of TAW).
Lets not forget that Liberia was once a very serious Iron ore exporter. You'd therefore expect the prospect of finding/developing economic assets to be favourable.
With GRY as a potential cash source as an investor TAW is more immune than many from the current investor malaise.
Bulk commodities are largely about logistics. Logistics here are...
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