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.
TBA Price at posting:
2.6¢ Sentiment: None Disclosure: Held
