well done jojo and entropylord, page-12

Dazza,

Well that was good timing. Apart from JBM I only have IGO, but comfortably enough. Might have to look at MCR and SMY again. I find WSA hard to assess, and MRE is structurally too high a cost producer for me.

I have same reservations as you on AGM. ALB and MBN don't look cheap, but may look at again.

HRR,GME & BRW probably too longterm/speculative for me.

Anyway your timing was exceptional,
EL