JMO - It could be a wise move to start in the big producers as they will move first, then roll out of them and into mid teir producers, the when things really light up, roll into the specs.
Just go for those that actually PRODUCE something now, preferably with small or no hedging.
Some suggestions (DYOR as these are just pulled out of the top of my head)
LGL, NCM, NEM, AVO, SBM, SGX, AVO, DOM, TRY
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