FML 3.45% 15.0¢ focus minerals ltd

high cost producer leverage to rising price, page-21

  1. 474 Posts.

    Rod,

    Can FML's recent under performance can be attributed to CRE TO?

    No one is denying MML's outperformance over last few years, and its not a fair comparision to begin with, FML is a marginal producer at lower POG and hence very risky
    My point of this thread was
    "With rising POG HCP offers better growth potential than a LCP provided HCP cost and mine life is maintained"

    Since you mentioned "market always gets it" did you noticed 6 mnths ago
    SP was : Is
    MML: 7.030 : 7.25 (3.1%)
    FML: 0.055 : 0.066 (20%)
    TRY: 3.550 : 4.25 (19%)

 
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15.0¢ 15.0¢ 15.0¢ $7.169K 47.79K

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2 72753 14.5¢
 

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15.5¢ 14055 2
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