Nice to see CUY get a guernsey from a respected analyst as one of the few righteous plays.
Yes, AGS has had good hits, but Warwick does not point out that AGS will be wholly subject to Heathgate/Qasar's development timetable, so in this context it is a passive u308 play.
I'm still waiting in anticipation of Yarrmaba drill results...I normally try to keep greenfield drills in context, but the drilled mostly outside the paleochannel last year & still got some hits...I'm very keen to see what will happen when the drill inside it!
P.S. The wider market looks like a dead dog's balls leftover breakfast!
CUY Price at posting:
0.0¢ Sentiment: Buy Disclosure: Held