Hiya,
I think OXR has good in the short term, since it has momentum behind it, but in the longer term it may be hard to keep the momentum up due to the number of shares and the expansion of the number of shares on issue, that's the main problem with it.
We are just using OXR as an illustration of how much SGW is undervalued by the market at present given the fact that it does produce a lot of gold (record production at present) and the tantulum comes as a bonus (with exposure of mineral sands via the murray basin as well).
SGW
sons of gwalia limited
***sgw vs oxr why its better***, page-5
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