The way I see it19 Aug 2023 08:31
SD has to play a very shrewd game, especially with our MRE and timing IF Telfer purchase is on the cards. He also has to be very careful with any new drill results from Rio or Scally or any other close tenement to Telfer we have. Show our hand to early with a massive increase in resource and obviously NEM may wish to keep the HV Mine which wont be a bad thing for me. Bang out some fantastic drill results from another tenement from Elephant country and again the price goes up massively. So a poor news period is my preferred choice if Im honest and short terms drops in SP are a bonus to accumulate(trying to top 7m). Once the NCM takeover happens and NEM play their hand and whatever deal is done (we really cant lose from everything we can see), the SP could and should have a massive rerate. SD just get your timings right please