I've done enough research on the ground and management to have little confidence. Despite the Rand and Tribute link. And while I have no issue with being proved wrong, the market appears to agree with me.
My picks are AAR, MRP, IRC for this part of the world. AAJ as a rank outsider the MD is a crackpot, but maybe a crackpot with a cunning plan. BC8 is another one I am watching closely. The MD has cred and the ground never consolidated until now.
I'm not a fan of EXG's merger with spitfire, Aphrodite is a refractory orebody with nowhere to process it except Kanowna - that's if the metallurgy is compatible with the plant, and NST were ever hard up for a refractory ore source, which according to last years resource/reserves and growth at KB I'd say no.
My 2c lads, I'm just a true blue aussie larikin not a mining mogul. I hope you all make a mint. DYOR.
TNR Price at posting:
5.0¢ Sentiment: None Disclosure: Not Held