hi max
We need to give DML time to build their first copper mine and to keep drilling up more resources.
They have a good patch of dirt, so I think that they will find besotos given time.
To get another Lumwana they will really have to hit some BIG resource but with the higher grades on the Kalahari copper belt this is ofcourse always a possibility.
AGO will obviously stagnate but the story is just to good to let pass. I did move some funds away from AGO but are comfortable with what is left.
For the rare earth metals, I just have not done enough research yet to give an opinion.
I will have a look into Ventura.
jojo
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hi maxWe need to give DML time to build their first copper mine...
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