Yes now LJ has got deflector under control and earned back some trust from the market we need to see the roadmap forward. There is plenty of upside potential in DRM if they can develop a reputation for delivery and not just disappointment.
With AW I would like to see what the business case looks like if they were to incorporate X-ray ore sorting into the mix. It really can change the whole economics of a high cost resource like AW.
DRM Price at posting:
29.0¢ Sentiment: Buy Disclosure: Held