Well - I think the SP will follow cashflow . - which means...

Well - I think the SP will follow cashflow . - which means higher , much higher

-TIn has been averaging a very good level this quarter - around rhe 50-51k mark AUD
- production relative to last quarter should improve as should cash flow - I think we can comfortably bank 23-28 m every quarter this year
- annualised cash flow including including interest 100m
plus - that is massive relative to EV
- long life mine with strong replenishing reserves
- great Tin exposure in safe jurisdiction- few ways to play Tin and MLX is the only way to play it in a listed vehicle in safe jurisdiction

i was listening to a podcast today where the resource fund manager was describing the upside of being in a commodity where there are only a few established producers

what is even better is Tin is truly one of the few metals with great tailwinds and price inelasticity

love it when TA shows nice set up and FA even a better one

have a big position in MLX -
a a high as my position in I took a 2-3 years back in the high 20s

i think we will out in a relative safe 25-30% next 6 -12 months