@nowak_paul Paul, you are a disgrace!! You are part of a racist movement agsin the native British public and you do not deserve to live in this great nation!!!
A few more paragraphs on this...
STRATEGIC MINERALS #SML at current valuation levels are a sitting duck as one of the highest graded Tungsten plays globally with the deposit remaining open along strike and depth! A multi decade mine life, an orebody that very likely expands and £Billions in cumulative free cash expected at a fraction of todays metal price.
One has to also note that holding TUNGSTEN WEST #TUN (which soon goes into production) is set to make much of its market cap in free cash each year! Analysts are already talking about how it's going to distribute as the optionality will be immense (production capacity, dividends, buyback but also M&A). Zeus in their recent report highlighted that at just $680/mtu the company will make free cash of $100m per annum but pricing right now is c.$3,000/mtu!
High profile investor and Australian billionaire Greg Coffey (“the wizard of Oz”) owns 3.34% of Strategic and 15.57% of Tungsten West. And fwiw, Coffey recently provided funding for the first phase restart of fines gravity processing at Hemerdon.
Very very happy to be in both and I'm sure it's not just me?
Here is a trade setup I like.
#IGP
Should quietly start working its way back up towards 160/170. Break that then 200p+ is the next target.
Nice risk/reward from here.
Indonesian government proposals to centralise exports of commodities through a state-controlled exporter are concerning #AEP#MPE
Not sold our palm oil stocks yet (reasonable multiples, decent dividends) but 'watch this space'
The joys of investing in frontier markets 🤣