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S32 (mkt cap ($17.3M) and SFR (mkt cap $2.8M) are likely bidders for the Khoemacau copper mine located in Botswanna.
The mooted sale price is >$2B. Given SFR’s mkt cap and gearing relative to that of S32, isn’t it unlikely that SFR will win this auction.

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Hi Guys…Keep up the great work! Can you guide as to the justification of the meteoric rise in BKW? SOL has recently traded lower and broken the tight correlation the two have had. Is it the recent move into North America? (check with BLD as to the challenges there). What is your current view on BKW please…

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Hi Team,
Love the reports, you make it very easy to understand and follow, keep up the good work.
Just wanted to pick your brain and get your thoughts on ARN Media (ASX Code: A1N). Am interested in investing in this stock.
Thanks in advance!

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Thanks James and Team for your ongoing commentary at both a macro and micro level,
I like your overall offering , particularly the research provided on individual stocks and your views on possible price entry levels ( not generally provided from other sources ) ,
My question relates to the falling share price of PPE . Despite strong fundamentals , including high ROE , and
a low forward PER , the share price continues to consistently fall
Your views on this will be most appreciated . Should I continue to hold this stock ? , General advice only . Thanks . David

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Hi MM team,

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Hi MM Team,

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James

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Good morning guys,

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Hello James,

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Hi all, Many thanks for that great Resources webinar this week!
Just two questions.

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