I totally agree. The lead times, for drillers in particular who are well into the middle of the exploration value chain, is years. But like everyone you would hope to beat the crowd.By the time the traditional signals are clear like junior IPOs, mid-tiers raising capital/issuing debt, arguably the cycle has peaked or is just about to.
This also may be of interest - Rio's presentation at Citi Exploration conference:
http://www.riotinto.com/investors/presentations-91_17600.aspx
- Forums
- ASX - By Stock
- BLY
- For those interested - More Investment in exploration
For those interested - More Investment in exploration, page-4
-
- There are more pages in this discussion • 26 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add BLY (ASX) to my watchlist
Currently unlisted public company.
The Watchlist
SER
STRATEGIC ENERGY RESOURCES LIMITED
David DeTata, Managing Director
David DeTata
Managing Director
SPONSORED BY The Market Online