MAT / PAN Nearology, page-33

i'm indifferent to them, and trying not to let the stale smell in the fridge, from deciding whether or not it will keep the beers cold. There are comments here by others that suggest their form has been poor.
Tied to Red october performance i would assume tends to drag the ship down as operational performance was a challenging anchor tied to their cash balance etc.
But they did decide then to sell off a troublesome asset. That has to be some cudos to them to recognize their own shortcoming.

I havent been here long enough to suffer any of the historic injustice that some are feeling.

But what i do look at, is that that very suffering is what causes a depressed price, and opens the window of opportunity, given that if you put emotive selling aside, they did do enough to have significant assets developed for a sale event, and produced other assets that are looking decent enough to mine. So their claims to want to extend that assets from 550kz to 1moz would seem credible.

And for exploration into lithium, one of the hottest commodities, next to PAM, and beyond PAM nearology adding plenty of speculative interest to the market. Able to carry out mapping and sampling before SPLAs in hand = news flow.

So putting past operational performance as a miner to bed. And look at whether they will provide the headlines for resource growth in two sectors. Does the MC, then rise as peers in those sectors do ?
If not an operator of a mine, they have demonstrated they can monetize it, sale of assets. etc.

The bet, then has to be whether those news headlines, garnishes the tide of the market looking at assets rising in peer balance.