What interests me with AQD vs. other speccy's and shells is the quality of management.
There's been a bunch of specs of late that have looked over old assays and come out with ridiculous announcements about vanadium, cobalt, lithium....whatever the latest fad is.
AQD management have just quietly gone about their business. Graeme Drew is extremely experienced (ex-RIO!) and knows his stuff - he's not one of these cowboys just looking to pump the stock price and fund his mates in corporate advisory. S32 have clearly recognised that, and are happy to reference AQD multiple times as a key partner.
With 5+ company-making projects currently being drilled / soon to be drilled, current prices would seem like a pretty cheap option over some quality assets IMO (DYOR).
AQD have flown under the radar for sure, but are highly leveraged to the upside if they hit paydirt. Some good potential catalysts in the near future make me a happy holder.
AQD Price at posting:
2.3¢ Sentiment: Buy Disclosure: Held
