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Morning all.
It has been a little while since I posted, but I've been keeping an eye on posts.
I currently hold:
Producers
- NST
- CMM
- WAF
- SLR
- GOR
- SBM (I know, I know)
Explorers / Developers
I really like the space where developers are on the cusp / have a clear plan for becoming producers. I have seen GOR, WAF and CMM all go through this transition (and benefited from it), and hope to see BGL (later this year) and DEG (2025) do the same.
I am now looking for some new candidates for investing. Recognising that I research before investing, just looking for where to research.
My criteria:
- ASX listed
- Ideally tier-1 jurisdiction (pref. Aus) - recently had a look at Tietto, but it feels a little toppy for me ATM
- Don't mind the timeline to production (as long as the assets are interesting enough)
Thanks in advance for any suggestions for evaluation.