Hi CT. You've got 2 articles about Bathurst Resources which I really liked, as they'll grow considerably with their Canadian projects. I made some research and find them quite cheap, so I initiated a starter position. Can you share your thoughts of the company?
Today Thungela announced 2023 results. In the Annual report two things bother me:
- based on guidance Australian costs are around AUD 150, so if prices stay where they're now, or go further down :( , they'll operate at loss,
- the marketing agreement ends and in H2 they're on their own. Will they be able to execute better or worse?
Do you have any comments on these?
Hi CT. You've got 2 articles about Bathurst Resources which I really liked, as they'll grow considerably with their Canadian projects. I made some research and find them quite cheap, so I initiated a starter position. Can you share your thoughts of the company?