I was pleasantly surprised to see you involved in this one...

I was pleasantly surprised to see you involved in this one Binwood - I know you do your research.

I have been in MOD for over 6 months now and following their progress closely - and whilst they have had issues with capital raisings and environmental approvals with Botswana govt I am really impressed with their mgmt/geologists and in particular JVR who has been in Botswana and the KCB for decades and was key in the discoveries at both MOD and DML.

JVR appears to have built a certain theory on the area over the decades he has spent exploring the KCB which is proving out - this gives me great confidence (I am an amateur geologist at best).

He appears very excited on MODs T20 dome in Ghanzi West which lies very much to the south west of MODs tenements quite close to the KMT tenements (though I’m not sure if it’s on the same corridor as T20).

It is too early to comment on KMT exploration (vs MOD) given the lack of... and I haven’t done much research TBH. But given where the tenements lie, the low capitalisation and the upcoming catalysts of both their own drilling and that of MODs I very much like the risk/reward. Now to build a position....