MR has these mega projects but appears to be a one man band. MR...

MR has these mega projects but appears to be a one man band. MR is not so young anymore either.

he needs to employ some gun project officers and pay them the big money.

For exmample, I just spent 2 hours researching AGO. Whilst their iron ore is lowish grades and for the last two quarters their costs are high (still operating unprofitably) at least they know how to get things done.

I recall speaking to DF from AGO a while back who bagged me for holding UMC, saying UMC were stranded geographically. He was 100% correct.

Recently, I spoke to someone who critised MR heavily.

Often we can be skilled at one aspect but unskilled in another.

Examples that come to mind are NM ex-BMN and GS of IMA, when they took out margin loans to buy shares in their companies at exhorbitant prices.

All I could say is thank you GS for buying my shares and curse NM for leading me on.