Bhandari summarizes his trip to Karratha. Mentions ARV (the video is unrelated to investing).
http://jayantbhandari.com/latest-musings/em_novo_artemis/
"Bob Moriarty, one of the earlier investors in NVO, has a large number of articles on its geology. He has also written about Artemis (ARV; A$0.16), a company he is no fan of. I am with him in his analysis of ARV. Despite this, my view is that ARV offers a short-term trading opportunity—in the last three months, while NVO has gone up by 38%, ARV has fallen by 25%. I am happy to do a short-term trade in ARV for a ~50% upside."
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Pilbara Playbook, page-9
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