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Anton Chigurh

13,097 Posts.

236

16/04/16

09:43

Post #: 17519524
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Originally posted by heraclitus ↑

Important factors:
- do they have a mining license?
- what does their capex/opex look like?
- what's their JORC and cut-off grade?
- do they have any sovereign risk?
- what are mgmt's track record?

Based on the above, BKY is miles ahead of anything on the ASX imo. It's already moved a bit but is still sitting pretty and doesn't need POU to move nearly as far as some. Hard rock style deposit but will be lowest cost producer of all the ASX group. Middlemas and Behets directors and own considerable stock. Paul Atherley (UK) coming onboard now is a giveaway that offtakes/marketing is nigh.

BOE. Plant already constructed = far lower capex than peers. Resource upgrades ongoing. Higher grade, ISL amenable deposit = cheap producer. Mgmt and crew are experienced and have good skin in the game. PEN is either overvalued or BOE needs to come right up imo.

AEE and MHC. Two at the more spec end but for that reason probably more likely to add many multiples to their mc in a much higher POU environment.

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