Selling Medallion Metals (ASX: MM8)

Buying Boab Metals (ASX: BML)

Conclusion

Boab Metals is a well-capitalized lead and silver developer in one of the best mining jurisdictions in the world, Western Australia. The company has already delivered a Definitive Feasibility study that proves the economics of their flagship project and has a drill program underway. In the coming months I expect news from either an offtake agreement or a royalty/stream agreement on their lead production which will clear the way for financing without the need to dilute shareholders. I believe this will create a good opportunity for miners to take over Boab at a much higher price than it is trading for right now.

Any feedback is more than welcome in the comments, or you can send me a message on Substack or through my twitter (X) account @AAGresearch.

As always, I want to thank my girlfriend Yeimy, who has helped me a lot while I was writing this by myself. This report and this blog would not be possible without her. Thank you.

I hope this finds you well,

Alberto Álvarez González.


For the full report you can visit my free blog at: https://open.substack.com/pub/albertoag/p/selling-a-gold-stock-to-buy-into?r=3hhq06&utm_campaign=post&utm_medium=web


Disclaimer: I assume no liability for any and all of your actions, whether derived out of or in connection with this information or elsewhere, and you hereby warrant and represent that any and all actions that you take or that you may take at a later date in connection with this information shall remain your sole responsibility and, in case, I shall not be held liable for any such actions.