RE: Mike Rawlinson vid20 Jun 2023 12:22
Really liked that, thank you.
i'll just summarise what i think he said
currently 70mil resource (actually 81), company expects to get to 150, he thinks there is 300 mil, which makes it in line with pilbarra minerals (currently 14b AUD mkt cap ?
compare that to kodal (21mt, but better grades) and they will prb triple that is my guess
both have same mkt caps at roughly 110m, but we have better potential resource but at lower grades so far, and we have the tin and tantalum to come on stream soon
so once we get partners / offtake then i cant see it being close in valuation, and prefer namibia to mali
btw, i hold both