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discoverY

AN EXPLORATION MASTERCLASS



Highlights


Investors in the Resources Sector want exposure to Growth, Value, and Leverage in a stock.


Growth comes with exploration success, as the drill-bit delineates new resource tonnages.


Value comes when the market discount to intrinsic in situ value is reduced through technical de-risking of the resource. And Leverage is always there, in the form of the relationship between the equity and the underlying commodity prices..



Discovery White Paper 25 05 2021
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