something to consider, page-2

  1. 7,486 Posts.
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    RAB can probably see that TNG might have a problem confirming the commercial feasibility of what they have reported unless the average grades / tonnes increase .

    They hit around 145 mill market cap today which sounds a tad rich for that kinda uncertainty. Only guesstimating cos havent delved into TNG but it doesnt sound very rich on fast pass. But it will take TIME for the full story to unfold so might run a bit longer whilst they try to upgrade. Dont know if CBH would be interested in only 3% equiv Zinc (?) Thats another poss story to fuel the spec.

    RAB tend to take profits tho and thats good MO in specs. U might check what percentage of holding they offloaded and follow their lead a bit (?)

    THR looks a bit more meatier tho .... compare the paydirt values and see what I mean. AND The U wildcard. Sticking with THR still in their first primary.

    RAB probably funded the Hardman report haha.

    IMBOOC
 
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