I think Arcadium (LTM on the ASX) and Sigma.
PLS has the best Management team around headed by Dale, but its not cheap when you compare to peers.
I will be carrying over some LRS to PLS with rollover CGT disc as it is a lower risk play for sure and need that in a portfolio.
I won’t be surprised at all if PLS as soon as the LRS acquisition is complete lobs a bid for a Canadian play, or possibly enters into a JV with ALTM on the Galaxy project which they have said to the market they are interested in doing through a partner. PLS would fit that bill perfectly.
I think Arcadium (LTM on the ASX) and Sigma.PLS has the best...
Add to My Watchlist
What is My Watchlist?