Sandfire have now killed their Alaska farm-in, continue to encounter permitting issues with their mine in US (which is barely economic) and continue to get discounted by brokers due to short mine life at Degrussa (they have once again rolled the dice on finding something nearby by doing a farm in with AUR but is small spend).
They may very well pursue ADT at some stage but for mine one of the cheapest and best opportunities for them to pursue with serious synergies is Nifty, Maroochydore and the Paterson land MLX hold... expecting the new JORC resource estimate to be out any day now and I think it could surprised based off the drill results they’ve published since the last update.
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)