SEI (ASX) SEI clearly undervalued compared to TGN

Originally posted by Expendable ↑

Not a disgruntal holder, it was my choice to get in the first place and that is something I can live with, my losses over the years are purely my fault. A great learning curve.

However, there is only a cautionary tale as we are dealing with the same management team that i have been listening to for the last six years that has not delivered on any of it's promises, so forgive my caution.

I am as excited about this stock as anyone and everything appears to be linning up nicely. Just one last hurdle, "mid march", and then I, with my "emotional scars" can start "enjoying the ride" with everyone else and I might actually make a profit, at last.

I am lucky that I have managed to average down to 7.5c over the years, so to answer your question, "I am in and have been in a lot longer than most" and I'm afraid I feel the need to keep it "real".

DYOR

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I agree expendable especially on the date bit.

Have been here a long time also and the original reason for buying still remains.

You can get lost in a lot of the bluster. But it's pretty simple.

If the tungsten price remains well above cost then this project has a low capital requirement, a proven deposit (with more to be found), low opex compared to others & higher return on equity. Plenty of RETURN

If the tungsten price is low then everyone struggles. RISK

Need to remember only a couple of tungsten mines have started in the last 5 years around the world. WLF, Spanish mine and Vietnamese mine), hence the reason for diversity to lithium, gold and quarry.

I agree expendable especially on the date bit. Have been here a...