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clock Created with Sketch. 25/01/17
23:03
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Esh, y
Originally posted by eshmun
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Be careful as Mincor will be riding on ERS's coat tails IMO and until the assays confirm the grade we are not sure how long our coat tails are. Mincor have a lot of cash and they come from a mining culture so that might effect their views when it comes to courting the Chinese. They may not have the urgency and the drive ESR are showing in bringing forward a project. Their corporate culture could struggle with the legacy issues from nickel and gold. How committed are they to pursue their lithium prospects? The ground they have looks like a good set up as thunder54 has shown but their prospects are less advanced. Whoever is to win in the short term in this region are the players who can prove a viable deposit first IMO. I personally don't believe in the land grab theory. These guys are more interested in the resource grab and ESR is showing signs of soon owning one.
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you obviously know MRC intimately to say that they are conservative in their outlook, but surely pursuing their Li potential would not be unrealistically progressive considering it is the flavour of the decade? Thoughts?
(20min delay)
