I also wonder if you've looked at US company MP Materials, which is receiving grants from the US Department of Defence for developing its rare earth element seperation ability and seems well placed as the US tries to focus more on domestic production of REE.
Hi Conor, have you looked at Capricorn PLC, as Jeremy Raper mentioned in Twitter seems cheap, and a different situation any opinion on Tullow oil as described by the CEO is almost like a public LBO situation?
I also wonder if you've looked at US company MP Materials, which is receiving grants from the US Department of Defence for developing its rare earth element seperation ability and seems well placed as the US tries to focus more on domestic production of REE.
Hi Conor, just to check, when you post the portfolio at the start, this is the complete portfolio? ie you've sold Dole, Kenmare Resources etc?
Hi JW, no DOLE and KMR still in the portfolio; tagline at start only refers to names mentioned in this particular issue of the bulletin.
Ah! That makes more sense. Do you update on when you've sold/reduced your petition?
Yes any changes will be published in the newsletter.
Hi Conor, have you looked at Capricorn PLC, as Jeremy Raper mentioned in Twitter seems cheap, and a different situation any opinion on Tullow oil as described by the CEO is almost like a public LBO situation?
Hi Andy, I haven't looked at Capricorn but thanks for highlighting.