RE: Jkx and enw18 Oct 2020 10:16
I think both are highly positive plays.. Do the maths Nickel, ENW's largest shareholder could have bought the remaining 15% for about 5 - 8m during covid, not much more now.. It is hardly worth causing a big issue and taking it private (bear in mind the Pope owns some via Pope investments!)
So because he owns such a large slice and has done for a long time, I don't think its what is going to happen. He was clear when he made the large acquisition he was very, very keen on maintaining a London listing .
But I agree, JKX is also a great play, I expect both will start ramping up exploration and production and both are very profitable. All I am saying is the herd are not yet here, and they certainly are not at ENW. So BUY now - BOTH.....