ZFX zinifex limited

who is the next one if no to agm

  1. 3,731 Posts.
    I feel that ZFX has enough about AGM, too much trouble, might have too little gain.

    So who could be next?

    WSA: Very likely, producer with huge resource and exploration upside, only If Steeter want to sell
    ALB: In Africa, Jinchuan as shareholder, might repeat the similar fight;
    MBN: Big resources, Inco on registry;
    MCR, very profitable producers like JBM, enough reserve and resource, with a lot of exploration potential
    SMY, Not much resources, average exploration potential
    IGO, too expensive for nickel asset only
    MRE, HRR, different kind of animal.

    I guess most sensible targets are MCR and WSA. Well, ZFX might see something I cannot.

 
watchlist Created with Sketch. Add ZFX (ASX) to my watchlist

Currently unlisted public company.

arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.