Suresh Withana, Managing Partner of Investment Manager Harmony Capital details why the return to production of the large dolomite mine in China owned by FMH is so exciting and important for ADAM, which owns 85% of FMH.
He also reviews progress from other portfolio members, assesses progress in growing ADAM and how that can be financed, and contrasts the low stock-market valuation of ADAM with reported NAV and analysts' calculations.
You can also access our full research report on the FMH mine by clicking here
