C7A 0.00% 1.2¢ clara resources australia ltd

One final thing... One of the reasons that there is hope for ANW...

  1. 158 Posts.
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    One final thing... One of the reasons that there is hope for ANW and the underlying assets which ANW owns, is the change in price and demand for tin, silver and copper. Silver and copper are central to the ‘green industrial revolution’, whilst the demand for tin is likely to remain strong well into the future due to its use as solder in electrical boards.

    In all the negative posts about ANW here on HotCopper (some with reason), the changing price/demand environment seems to have been over-looked. These are macro changes which impact the potential of the ANW assets and represent a changed scenario for ANW from even a year ago.

    We can't be blind to the mis-managment of the ANW board, but the decision to invest must be made in this new price/demand environment - not through the lens of a lower price/demand historical environment which existed previously when the long-suffering investors (who have every right to be angry) lost all their money.

    Again, the price/demand environment for these metals may change in the future, but right now the macro price/demand environment provides a real impetus for the re-appraisal of ANW which has hitherto not existed.
 
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