RE: The Chinese are coming12 Nov 2020 17:43
I'm liking your thought CD, but with Porvenir looking like it could be huge, and Rio possibly even bigger - as it was supposedly the jewel in the crown of the targets - if memory serves, then 150p could be on the very modest side imho, and if the drilling continues to prove up asset value, I now consider 180 to 200p++ to be possible. But with the obvious caveat of the gap between the asset value and what these players are willing to pay in the real world. What a poker game !!