The Brains Trust, page-13066

Small p/b across the board in U stocks and interesting to see where we go from here, probably a question of looking at spot, as S232 won't be resolved any time soon.

Just a repost of a great comparison chart of the asx listed entities and some of their metrics. I'm seeing a lot of groupings made of U stocks, e.g producer, explorer. Worth noting a bit more detail than that, e.g. Aside from producers, does the company have a DFS or not and what's their capex and lead time to production?

DYL a good example. Looks considerably overvalued, considering it's yet to even do a scoping study, much less DFS. But it has an attractive chart and A1 mgmt, so some premium required.

-PDN/PEN
- BOE/BMN/VMY/BOE
- GGG/TOE/DYL
- Explorers

That's how I'd rate the various plays for the stage they're at but as mentioned last week, register, broker backing and other factors never make it that simple.