RED 1.45% 35.0¢ red 5 limited

tastarga - long time, no see, page-2

  1. 5,867 Posts.
    fatsoh,

    RED is slowly ticking all the right boxes IMO.

    Next box is obviously the status of finance with Deutsche/Ashmore. Once cleared price could get a re-rating.

    Having the new porphyry to play with should assist in the yawn through to production in terms of news flow.

    Hurdles-standard Philippines matters that have a habit of coming out of left field. Takloban type stuff, writ of kalikasan developments that recently hit Philex at Buoyongan. New President's willingness to take on the Church. Just the usual in this neck of the words. Of note, they do not appear to have hampered MML down the road!

    Cheers, TAS
 
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