"This is my top LT resources hold."
Agreed, Spaniard. I look sceptically at BHP and RIO - both more than 10x the size of S32 - and their huge exposures to iron ore and monopsony buyer China. S32's relative merits and its strategic positioning in Zn-Mn-Ag-Al plus ambitious agenda in Cu, all needed in the electrical revolution, make it my core metals play.
Hermosa will likely be brought forward by FAST-41 and USG support, though its value can only be capitalised when <18 months from production.
The Ambler JV appears stalled on environmentals around the road, which only time can remedy. Arctic a superb orebody.
S32's work in Chita Valley Argentina is tantalising, though again distant.
Ash
Hermosa the monster, page-36
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Last
$3.62 |
Change
0.000(0.00%) |
Mkt cap ! $16.39B | |||
| Open | High | Low | Value | Volume |
| $3.64 | $3.67 | $3.61 | $47.73M | 13.12M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 17 | 403303 | $3.61 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $3.63 | 272610 | 6 |
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| Last trade - 16.10pm 12/07/2024 (20 minute delay) ? |
| S32 (ASX) Chart |