interesting article, page-5

  1. 11,400 Posts.
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    I look to this as a LT Hold. Say 5 years ++

    1. Tin shortage leading to firmer tin price.

    2. The WA gold mines were a steal. Alacer had to clear the decks because they need a lot of Capex for their Turkish gold.

    3. That laterite Ni is a huge close to the surface resource. I expect a JV partner when Ni price recovers. Meanwhile it's a sleeper.

    4. Cash. Just wait and be patient for M&A.

    5. Zero (or very little) sovereign risk.
 
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