thanks for that, good article
i like the strategy of proving up a project then on-selling rather than diluting at development phase. it captures the most value-add
if the market does turn down for a while, it will become about picking the right stocks.
every share lrl buys back (at 16-17) is increasing their cash per share
this stock will run in spite of the state of the markets. perfect!
china want coking coal and iron ore, page-3
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