- KF the prize but will take years to greenlight. - REE and lithium assets extremely overbid right now. Sellers market and GGG only has enough dry powder to seed one good quality asset in my view (several early stage prospects like Villas would be a disaster IMO) - I want GGG focused on finding one project, just one, which can deliver cashflow within 8 months. I don’t care what it is. We have an incredible exploration asset already. - New MD is a savvy trader. Let’s find a good quality producing / pre-producing asset in a safe jurisdiction and generate some cashflow to give us the [5] year holding power we’re going to need to fully unlock KF - Tough times are ahead. Cash is king.
GGG Price at posting:
5.5¢ Sentiment: Hold Disclosure: Held
