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agree with the analysis by ta. this is certainly priced cheaper than peers. the reasons it is priced cheaper would be it is not a producer "near term" i guess. Also a slight discount as it is not fully owning/controlling the deposits destiny, and a slight discount to the "Robe exit" inferred nature of resource and lack of DSO(<55% and relatively high Si+Al)Robe exit needs more drilling, and a more confidence rating. Also it will need to be blended with Kumina.I am interested in what they prove up from "Robe WEST" and other targets near robe exit.
agree with the analysis by ta. this is certainly priced cheaper than peers. the reasons it is priced cheaper would be it is not a producer "near term" i guess. Also a slight discount as it is not fully owning/controlling the deposits destiny, and a slight discount to the "Robe exit" inferred nature of resource and lack of DSO(<55% and relatively high Si+Al)
Robe exit needs more drilling, and a more confidence rating. Also it will need to be blended with Kumina.
I am interested in what they prove up from "Robe WEST" and other targets near robe exit.
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