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clock Created with Sketch. 12/10/18
12:50
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Originally posted by Onspeed
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Appreciate the replies guys. You are right, G1A isn’t Lithium, Vanadium or any of the other exciting hot markets.. but.. as such I see the gap for us to make good ROI at these levels. In those markets you see a lot of MC value added in very early as retail scramble to buy up on hints of news and market potential etc. With us we have a low MC with quite low retail holds and no premature value add imo - this is a benefit as when the big deals come we have good positioning to ride institutional buying and the retail catchup buying (possibly fund buying later too). I don’t mind waiting either as I am quite sure I’ll get four or so bags ROI with G1A
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I am guessing you are correct could be via royalty and streaming offtake , sprott spokesman , also considers similar from 11 minutes in : interesting to see the 15 % discount rate at the start of the video when I was arguing the discount G1A was using was too low in an earlier thread on G1A
(20min delay)
