RE: RNS out...dull but tells of strategy14 Aug 2020 16:20
i have to disagree - BKY stalled due to ecowarrior pressure and socialist spanish government stilfing enterprise and stopping permits. Despite that it is now almost back to decent SP levels and post-covid more likely that a job-creating centre right govt will push the permits through and production pipeline can resume. Pensana has an extremely compelling thematic and seems very well positioned for the current EV zeitgeist... plus the infrastructure setup at longonjo should keep capital costs low when extracting to serve all the chinese/US demand. i'm hopeful on both