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Hi Jon. Last year I thought Mosig was properly going through the...

  1. sallywoofs
    1,363 Posts.
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    25/03/18
    10:07
    Post #: 32005681
    Hi Jon. Last year I thought Mosig was properly going through the motions to build value, acting like he was going to build, but that PGM would get bought out. When he left, I wasn't sure why...I felt it signalled either a deep disagreement on strategy, or dissatisfaction with Mosig's speed of execution. It looks like the latter, with a shift to scandium...which I think is a colossal mistake.

    Another poster said to get going the capex needed would be only $50 to $100 mil. Anybody got a reference, or a different fix on this ?
    PGM Price at posting: 11.5¢ Sentiment: Buy Disclosure: Not Held
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    lightbulb Created with Sketch.  Great analysis
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