VTM 2.63% 39.0¢ victory metals limited

IMO the biggest thing holding this company back is the size of...

  1. 26 Posts.
    IMO the biggest thing holding this company back is the size of the deposit.

    Comparing VTM with other REE stocks, the difference in tenement size is pretty big: IXR is one that gets mentioned in some announcements, their tenement in Uganda is around 20km long, AR3 (MC $30Mil) has poorer grades but a sizeable deposit, and the trend continues with a lot of others.

    This stock still looks pretty decent when considering the grades, SOI, and MC, but what's the general consensus in terms of land holdings? Does anyone else see this as a potential issue down the track?
 
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