5 Comments
Sep 13Liked by The Oregon Group

That is a very interest thesis, guess the low grade is overcome by high price so extraction is ROI positive eventually and therefore the large deposit makes it attractive assuming commodity move is sustained. Great article. Lets see if i can find some in the precious metals space.

Expand full comment
author

Exactly! Good luck on you search 🫡

Expand full comment
Sep 10Liked by The Oregon Group

I can relate to everything you wrote. Curious to what is coming.

Expand full comment
author

Thanks — plenty more insights on their way — stay subscribed 🙌

Expand full comment

An eye opener.

Expand full comment