Hi Spec,
Interesting snippets from the broker report …. the release of the report ( 30 Oct ) was essentially, one could assume, loosely in parallel with the negotiations for the lithium deal ( released 10 Nov ) … the outcome of which was very positive ( and even moreso in light of the lithium crash soon after )
The report reinforces my previously posted view on not being guided by broker reports … and also a lot of assumptions and views made on HC which are based on incomplete information, poor research and personal sentiment. ( fwiw that’s why I am rarely seen on SPR thread these days )
Whilst we do have opposing views on areas of PNR I have always fully agreed with your assessment of asset value, the Norseman exploration potential and possibility of corporate action.
Thanks for the ongoing discussion and views. Expecting another interesting week in the gold space.
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