Hello Russ. I get nervous when YOU (the Guru) are asking me my opinion! FWIW, the few reasons for the lack of interest that I can see, may have to do with lack of coverage by the NLW's. I haven't seen any report on SUF for a long time, but there are many recommending ARQ, PTM, etc. Perhaps SUF could do more to get their stories out. Their web site has a list of 11 analysts that apparently cover SUF, but there are NO links to any reports. Why are there no reports made available, I wonder?
southernera.com
I agree that SUF should be viewed as "an incredible situation" given the current PGM prices & trend, ramping up to 1 mill oz's of PGM's, diamond revenues from camafuca, Gabon gold, etc.
Kind of reminds me of Aber at 8 bucks a few years back.
Regarding being taken out, the longer SUF is at the bottom of the heap, the more likely it is. Given a large % owned by Funds, it could happen.
Take care Russ, lets hope we are not missing something here, and that our patience is rewarded.
LMBF |
