Whenever I come across SBSW on the internet, it is either someone complaining about share price or that they are looking at acquiring one project or another. Since somewhere around here is when fundamental investors should be buying junior miners, wouldn’t it be similar for bigger companies? How does SBSW compare as an investment vs a bigger company like RIO, which recently had an article describing management’s current aversion to deals due to potential investor backlash? More encouraging is that I have also seen them pull out of deals due to technical risk, which tells me that they are not being totally drunken sailors here.
Where does SBSW fit among the “big boys” in mining?
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