RE: Remember the investment case research.12 Feb 2020 09:51
That's the crux of the situation poniexpress - nothing has changed from yesterday apart from the fact we're a few hours closer to hearing Sandeep's presentation.
I've not changed my position in the slightest and haven't sold a bean. Havieron will become a mine IMHO - it's a no-brainer for NCM at this stage. In my eyes it's all down to size & grade now - simples.
ATB - Paddy