Good analysis Digity. But remember Posco is probably only treating Mahenge as an option. They also have options over production of Balama, Siviour & likely Molo and Lindi Jumbo. If demand is subdued they can pick the best. If demand is rampant they can exercise all options. They are likely playing a high return portfolio game where the upside of just 1 is greater than the potential losses onthe others. I am happy to play a similar game. Hold investments in BKT, SYR, RNU, NEXT & WKT. Returns on at least 1 will offset the others. And like Posco maybe all 5 will be required!
Posco, page-8
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5.8¢ |
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Mkt cap ! $72.57M | |||
| Open | High | Low | Value | Volume |
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| No. | Vol. | Price($) |
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| 5 | 800701 | 5.8¢ |
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