Marin Katusa increases interest in NSUWanting to respect the man's paid subscription business, I'm not going to copy and paste his latest NSU's commentary, but I was most encouraged to see him significantly raise both his personal stake and outlook for NSU.
Since I concur with some key points in the report, I will just note them:
"Timok, will not just be a very good deposit, but will be multiple high-grade deposits. Think 'string of pearls."
He noted he sat in on NSU presentation at BMO conference and stated " the street is completely missing the potential on Timok...will be a great district made of multiple assets.
He noted if there's anyone stock that is vulnerable for a cheap takeover, it's NSU.
There's much more to his report but like I said, I want to respect his right to earn a living through the sale of his reports.
Today, copper getting crushed again and zinc now significantly off its recent highs (and gold soft) yet NSU hasn't seen any follow-through selling from earlier this week.
If not for being almost crushed by the previous mgmt I would start to smile again, but I'll error on the side of caution, thank you.