SRN surefire resources nl

I would disagree there, I think the two are almost even in...

  1. 715 Posts.
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    I would disagree there, I think the two are almost even in development, with TVN slightly ahead in terms of critial minerals and the tailwinds that accompany that. Problem with TVN is that the MC is too high to attract investment in my opinion.
    Unless the Saudis chuck in money with no regard to their ROI, then I still think funding for a standalone V mine is going to be difficult. Gold is flying at the moment so there is that, but unless the Chinese throw a lot of money at infrastructure projects (I don't see that happening any time soon), Iron prices will just limp around for a while.
    I sold out of TVN for full disclosure for the reasons given above.
 
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