WTAF? I used to hold and lost money on the Haveiron play, so call me skeptical. I might have stayed but I found the way they managed the rebranding of the company sub-optima so I decided not to stay with them..
I can understand deciding to hang around when the project you bought it for doesn't work out, but making it one of your picks for 2021? I would love to know what analysis that call is based upon.
It doesn't have a project so it's not based on that. They don't have a particularly tight capital structure so it's not based on that. They don't have a particular cash pile so it's not based on that...I wonder what it is?
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