RE: Maybe a silly question but8 Nov 2018 19:28
Certainly after today the disparity seems exaggerated, 25% rise V a 2.5% rise? I guess when solo confirm their funding option for the FFD then there will be closer parity between the two. (not that aex have officially ;)
You could argue on the face of it that Aminex have 25% of the same asset and a market cap of £75 million V solo's £14 million makes solo a great buy with their £7.5 million in cash (ca) + other assets.
However aminex also have 63% of KN-1 + 100% of around 5 TCF GIIP over Nyuni and not forgetting the £30 million Cash and Carry post farmout.
A big buy here today £95,000 + a £65,000 buy at solo, seeems at least someone other than just me is holding both :)