专家怎么说 WRN

$WESTERN COPPER & GOLD CORP(WRN)$ 专家怎么说

跟我之前说的一样,路,电,许可证等有挑战性, 在目前的铜金价格下,对大公司来说,不具有收购他的看点。


目前,该项目对我来说,不具有任何经济方面的有意义
我不把它看做一个被收购的标的
大公司不会收购鸡肋资产比如WRN

It's a very large but low grade deposit.

If you like to play leverage game, that's a play people would make.

It will take a while to permit

They would need to produce the power by their own
Right now, It doesn't make any economic sense to me, it needs much more higher prices of copper and gold, I think it becomes economic.I would not put it as a takeout target.

If you want to play the leverage game, that we don't usually do, that may be some interests.

Margin assets, they/the majors will not buy margin assets, such as Western Copper.
1200--1250 us dollar gold price, 15% IRR, the majors have their own margin assests

200 dollar increasing of gold price, newmont has 30 million oz of margin assets, they will not buy margin assest like Western Copper.

做好你自己的研究,或者你有什么所谓的内部消息。以上消息不作为买卖根据。 $江西铜业(SH600362)$
$山东黄金(SH600547)$
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信仰无痕2017-03-16 00:49

目前我跟随,不减仓。

Bonanza-Oasis2017-03-15 00:27

你是不看好这个股票的吧

Bonanza-Oasis2017-03-15 00:27

你多买点