Forum Topics SLS SLS Bull Case

Pinned straw:

Added 8 months ago

Trades at less than cash backing post deal. Exploration ongoing to discover more ounces with a clear pathway to monetise any further deposits. Essentially a call option in similar vein to STK and KIN. M&A potential interesting from the perspective of SLS acquiring/merging with other assets that are devoid of funding.

Dangles
Added 8 months ago

Interesting play mate. Seems like they have some sharp institutional backing from Precision and Nero which is always a good sign.

Only question is which tenements they go and buy. I imagine you hold management in fairly high regard?

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BkrDzn
Added 8 months ago

I rate management. MD is from APO which built up and sold lake rebecca to RMS. Chair is ex-ORR which is a similar story. As to what they could buy/merge with is anyone's guess as they can't tell you details. All I know on that front is that they're actively looking but have high hurdles. Whilst M&A is interesting, the focus of nearer term catalysts is on the ongoing exploration efforts of the remaining tenure. A notable target is Box Soak in which to the north along the structure, NST has done a systematic drill program right up to the tenement boundary (I note NST itself has not said much about exploration work around this area so could be something, could be nothing).

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