Exactly.
Look for juniors with large scale DSO projects, close to rail/port.
I've been topping up on POL over the last 2 days.
Resource definition work underway, to prove up to 200mt DSO, 60km from rail, malaysian steel maker owns 20% of POL (most of which were bought on market over the past 6-12months, and have expressed interest in offtake), MOU with Toll for transport etc, new production management team recently appointed, economic study estimates $554million annual revenue, in specie distribution to POL holders for new Gold spin-off company (Southern cross golfields IPO to raise $10m).........POL current market cap approx $85million.
cheers.
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