CHN is primarily about its 100% owned world-class Julimar project which is regarded as the largest nickel sulphide discovery in 20-years and the largest platinum discovery in Australian history. The stock surged over 50% last November on the news of the discovery yet here we are today back around the pre-announcement levels, obviously, the market got way ahead of itself but the discovery remains incredibly valuable hence we believe the stocks getting close to an area where MM will consider accumulating a position.
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Gerrish: The correction is done, we’re positioning for what comes next
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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
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Friday 9th May – Dow up +254pts, SPI up +3pts
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MM likes CHN around $6.50
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Gerrish: The correction is done, we’re positioning for what comes next
The Market Matters lead portfolio manager talks the recent recovery, Trump, gold, and why he thinks there's plenty of opportunities.

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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
Recorded Monday 31st March

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Friday 9th May – Dow up +254pts, SPI up +3pts
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