Homepage
PR Newswire
30-07-2012, 05:22 PM
I will see information coming from the company to be only 1st level knowledge. There will always be a sense of biasness. Rarely will a company says that they are running into deep troubles.
Probably, it will be good to compare them against other mining peers?
One thing I know is regarding their capability to extract the two different kind of metals from the ore through one single production process - hence the cost competitiveness which they boast in their high margins.
Questions:
1. Why are they able to do so? Is it based on some cutting-edge technology which they have exclusive access to? Make no mistake, this is China & West China indeed.
2. Or is it due to some natural reasons? Are the ore in the specific Sichuan area easy for extraction? If so, then there is a natural moat for China VTM to enjoy.
I hope it is (2) though I am not even sure if it is possible.
China VTM is in my shortlist but due to time constraint, I have yet to look deep into it.
Probably, it will be good to compare them against other mining peers?
One thing I know is regarding their capability to extract the two different kind of metals from the ore through one single production process - hence the cost competitiveness which they boast in their high margins.
Questions:
1. Why are they able to do so? Is it based on some cutting-edge technology which they have exclusive access to? Make no mistake, this is China & West China indeed.
2. Or is it due to some natural reasons? Are the ore in the specific Sichuan area easy for extraction? If so, then there is a natural moat for China VTM to enjoy.
I hope it is (2) though I am not even sure if it is possible.
China VTM is in my shortlist but due to time constraint, I have yet to look deep into it.