Topped up a little more today at 19.5c
This has got to be the best value specy stock on the ASX - the market cap is about what the cash position, once they collect the $9.5 mil, plus their stock holdings are worth.
The way I see it, all the upside of the kaolin, magnetite, AuCu and the rest is basically at no risk.
Is this what Buffet calls a "value stock"?
