I remember being in this one back in 2010! Shame this couldnt...

I remember being in this one back in 2010!

Shame this couldnt get off the ground. Not 100% familiar with all its dealings now, but they have a sizable high grade resource. The big killer is the capex to get it into production.

I would be interested if they could get a JV partner on board or figure out how to fund possibly a RIO, FMG or other not massive in pellat space.

Also a shame that it is so illiquid, hard to get a sizable position. On the watchlist.