TAS 0.00% 0.5¢ tasman resources ltd

We've been told....., page-26

  1. 9,634 Posts.
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    "CNJ doing well"
    CNJ is doing well because a company in production (a major producer) is closed for a period for reconstruction creating a world shortage and high prices. By the time CNJ is a producer that scenario will have changed. CNJ is not a producer and will require a lot of funding to become one.

    "TAS would rerate if the align with EDE only"
    Will never happen.

    "Over all TAS is very cheap and will head up over time"
    Agree. So is EDE. I expect the current relative value to average out where it is now.

    This is where money is being made. Trading the variations in the relative values.
 
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