Thanks for the write up! One question, with Alphamin valuation always lagging future exploration success, first before Mpama South coming online and now with the potential exploration you just shared, wouldn't it have been more accreative to do buybacks instead of dividends until there is a levelled production or fair valuation? I am curious to understand their capital returns policy!
Appreciate all the boots on the ground coverage and insightful data points.
Thanks for the write up! One question, with Alphamin valuation always lagging future exploration success, first before Mpama South coming online and now with the potential exploration you just shared, wouldn't it have been more accreative to do buybacks instead of dividends until there is a levelled production or fair valuation? I am curious to understand their capital returns policy!
Very nice write up. Listened to it while driving, gotta love the substack tool for that. Inspiring listen
Great writeup! If you have a moment, how do you see Denham exiting its investment in Alphamooooon?
Fantastic write-up.
What a great analogy you made - location risk 😂😂
Thanks for sharing! No new thoughts on a strategic coming in and acquiring the company?
Great analysis, terrific to see report on how things actually are. Thank you