Hey another fellow AGY holder…
Actually quite a few of the LT crew jumped on this back then as well. Cheers to @Megagene79 for bringing this one to our attention
re: thread title - hmmm, just a tad early to be comparing QUR to KDR
KDR are well on their way to becoming a $1.5-2B MCap spod producer & downstream processor with a tier 1 JV partner in SQM. IMO they are the pick of the majors with respect to future potential upside / SP growth.
Still plenty of upside here with QUR given the current tiny MCap. With some further positive results from the geochemical sampling program and further promising DD updates on the Alaska JV, this could definitely justify a MCap around $30m in the short-term (SP around 5c).
QUR vs KDR, page-33
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