Thanks rooks. I will consider myself encouraged and bore y'all with further prognostications.
I hold S32, SFR and a small chunk of CBE and have been tearing around trying to identify and front-run next steps for the various players in the Kalahari Cu belt. This is probably the only available Cu area of province scale not held by majors, apart from chaotic Ukraine/Russia. If anyone can think of others, please, please share. GK & team are all ears.
S32 is very cheap, SFR around fair value and CBE speculative.
I am obliged to conclude there is insufficient public data to act further, though even adding a single fact anywhere could change the equation.
I will quietly simmer over here awaiting the next move. I regard what is happening in Kalahari as being of global significance.
Ash
News: S32 South32 hires RBC for Botswana copper bid -source, page-19
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Last
$3.70 |
Change
0.170(4.82%) |
Mkt cap ! $16.75B | |||
| Open | High | Low | Value | Volume |
| $3.65 | $3.72 | $3.61 | $102.3M | 27.84M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 216566 | $3.69 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $3.71 | 7952 | 5 |
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| Last trade - 16.10pm 27/09/2024 (20 minute delay) ? |
| S32 (ASX) Chart |