quote Bo Chew'' Yes. I’m looking at companies that are advancing...

quote Bo Chew

'' Yes. I’m looking at companies that are advancing projects through to prefeasibility or feasibility or derisking as they ramp up toward production. We try to buy at the point in the resource company cycle where there’s less risk. Often, that means buying early while the story is being formed and there isn’t a lot of exposure. We also buy after a company has largely derisked the project and it’s within one or two years of production. Sometimes we also buy when a company has disappointed but it’s still a good company with an intact story.''