AZY is another one to watch...even more so now that Greatland Gold is buying Telfer
"London listed Greatland Gold (~A$700m mcap) has agreed to buy Telfer from Newmont. (This was broadly expected). We believe that once Greatland Gold has purchased Telfer and listed on the ASX, Greatland will be looking to fill the beast (22mtpa) of the Telfer plant. AZY (market cap $65 mil) is sitting next door with its 100% owned Minyari dome project with a 1.8Moz (gold only resource) at 1.6 g/t just 35km from Telfer. "
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The Brains Trust - 2024, page-2133
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