MCR mincor resources nl

Watch the demand supply cycle start to play out over the next...

  1. 1,539 Posts.
    Watch the demand supply cycle start to play out over the next qtr.
    I was excited at $13/lb, joyous at $14/lb and stoked at $15/lb.
    I suspect a few upgrades coming out soon which will make this a very interesting play.
    Comparing the sector p/e's makes it a compelling story.
 
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