Hi Loki,
I'm in for the long run and feel I know mineral sands pretty well. I'm doing a lot better in MZI but it's small. I suspect there will still be a cap raising in MDL at some point perhaps towards the end of the year. I hope it's a rights issue. It's part of a larger portfolio anyway and will probably run out of sync with others in line with the late cycle nature of mineral sands.
Yeah, plenty of scope for averaging down but I'm being cagey.
Hi Loki, I'm in for the long run and feel I know mineral sands...
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