RE: Whose over exposed here8 May 2021 21:24
I agree Sanchez, I'm not here to cross ramp but if somebody wants to look at Tirupathi Graphite whom IPO'd in December as vertically integrated graphite miner in Madagascar they would get a good idea of marketing. They can look at their twitter and RNS tab to see what proper comms is like with a smaller budget.
This for me is a similar vertical story, in a similar jurisdiction but they are just better at getting an exciting message across. BMN for me has far more potential but I wouldn't be surprised if TGR has a stronger valuation at the end of the year.
For clarity BMN is 65% of my PF so I'd rather its BMN multi-bagging.