GREY:NATUF - Post by User
Comment by
ruminatingon Nov 06, 2011 8:33pm
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Post# 19214058
RE: RE: How much lower ......
RE: RE: How much lower ......Good observation. Fair comparison of NTC with the other listed because they are junior and have debt and most value in undeveloped major assets.
NTC does have several distinctions. Even though small, they are a major producer of their main commodity, in fact maybe the biggest in NA, EU,Japan... 3 of the 4 major markets. The also produce a signifiacant amount of copper concentrate, so leveraged to renewed industrial activity and the coming replacement of fossil fuels with electric propulsion. They have financial stake in downstream production and well as primary resource production of their main commodity. They have a long and continuous history of working in this jurisdiction and within this market.
If they continue to produce as current or increase levels, maintain operational efficiency and post positive earning in the coming quarters any potential buyout will have to fully factor in the goodwill their experience, ground work and built up infrastructure. So management performance will be key valuing this stock. At current levels ... yep a good speculative play.... but with solid performance and earnings this company could be a huge value at current current price and a solid hold in any portfolio, which will attract a large amount of institutional investor interest.