True for MMG, but they got Las Bambas and have their hands full. For OZL don't think they can get something as big as Las Bambas given the small cash they have, they can't even get Carrapateena started on their own.
I think X2 Resources have a closing window of opportunity as their backer Noble Group is having financial troubles.
PAN Price at posting:
31.7¢ Sentiment: Buy Disclosure: Held
