Tom Winnifrith's Bearcast27 Feb 2019 13:12
LTH here, never posted since iii demise. Just heard the bearcast, like the author as he cuts through the carp. Anyway, after him being along term bear on Amur, he now thinks it might have a future, comparing it to the likes of Sirius et al, where small companies obtain funding far in excess of the market cap. However, he is not yet rating it as a buy.