GeoNeo I have a sneaking suspicion that IPT have acquired or are...

  1. 11,521 Posts.
    lightbulb Created with Sketch. 1157
    GeoNeo I have a sneaking suspicion that IPT have acquired or are in the process of acquiring some ground on the Namibian side of the Kalahari Copper belt.It's certainly worth comparing MC's and EV's of a few of the juniors shown in the map.Another point I'll make,and I'll clarify first that I dont' hold DYL,is that if you compare the geographic size of DYL's leases with those of PDN,EXT and RIO and then compare their respective MC's and EV's I am amazed that PDN,EXT or RIO haven't just swallowed DYL whole in one bite.I can only assume that DYL must have a very tight share register.Furthermore it surprises me that ACB haven't moved on IPT given that they share a substantial holder.
 
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.