RE: if this lot pitched up at...12 Nov 2018 18:17
Mmm high risk for sure the question is do investors need the likes of DZ to point this out ..... Not really.
Thinly spread? Taken on oil consultants for help on those interests, HB seems main guy for the Greenland interests and SRK hired in to provide expert help with Clogau. Not sure who is thinly spread.
Focus? Clearly TBS, Clogau and HH as a combination are the primary focuses.
Secondary are Brockham (some may feel primary but operationally totally dependent on Angus) Limerick, Inglefield and Amitsoq.
No cash - agree that is why we can buy in at an mcap of 10m ish, which I can see from your post you fully appreciate. Short term this is HH and Brockham dependent but actually looking like something we can actually see as a real possibility. In the next 12 - 18 months.