Is Bob right that Novo deserves the loins share of credit for the conglomerate theory and discoveries? Probably. Does that make them more valuable than ARV? No. Have they got a plant? No. Have we? Yes. Who would I be happier to hold? At the moment, ARV. Does Novo hold great ground? Undoubtedly, and lots of it. Is it the best ground? Not sure, it's a big country.
ARV Price at posting:
40.5¢ Sentiment: Buy Disclosure: Held
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