Mentalist123, page-10

if your asking me, im not a consultant. just someone who has been in the mining game for a long time. lived it and made the mistakes. the info isn't anything special. all mining people know what I've shared or a slight version to the metrics/ theory as they don't really change. problem is, either ego or inexperience gets in the road of the expected outcomes Ive found in most cases.

personally from an investing perspective I like finding the problem companies, or unloved mines where there is opportunity to change something and turn it around. usually when it does, it's a multi number return.

my investment thesis for tba was pretty simple. they had a small reaource and bought a cheap processing plant. whilst big question mark over the management at the time, didn't believe they could make that much of a mess...
unfortunately I was wrong.