I agree that looking for optionality plays in the speculative explorer market will likely also force the investor to weed out the management lifestyle plays.
What I would say is that with a genuine deposit, the big boy money will move into true plays. It's then likely that with their large holdings big shareholders will move to forcibly change management to a more effective group who could realise a deposit's potential with a mine.
- Forums
- Commodities
- Optionality plays in a PM bull market
I agree that looking for optionality plays in the speculative...
-
- There are more pages in this discussion • 1 more message in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)