Did a quick search of molybdenum companies that we operating in Australia. Seems most of the highest grade and Kt's have gone to Chinese interests e.g IVA, MOL or selling product into China. Got to admire long term planners, yet we sit on our backsides and give it away. Seems a couple of companies I hold still have the goods i.e. DTM and HMX. THR might be a good bet as also on the LSE. Don't know if COB, BCN, ARV, VML, ZAM hold their plots still. It would seem DTM sits well placed, but I am left wondering if Chinese interests are forming a beach head here too? Hate to think what is happening to PGO could happen here and the plays on Oz minerals in the past.
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