SFR 0.19% $10.47 sandfire resources limited

the full monty, page-16

  1. 5,275 Posts.
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    Interesting thread... Sadly I'm not a SFR holder but in this thread I see many mentions of land held by minnows in the region such as THX & VRX (putting TLM aside for now) - with THX market cap around $20 million and VRX just $3 million why wouldn't SFR have already used the commodities down-turn to simply take them out?

    TLM would be tougher to deal with given the resource they hold on their land, but the others seem like sitting ducks.

    Too simplistic?
 
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