No worries Thomo, CSD I think will do well but not sure on their Cash position(cash is King in this current environment), production shortly but also factor in commissioning plant and the usual problems possible delays associated with the set up & sign off on punch lists etc.
IMHO if your bullish a sector best not to have all the eggs in one basket, min aussie stocks in the sector so best to hedge or have an each way positions. KAS not a ramp but a long term hold for me and IMO with its quality of Japanese partners will fill a massive gap in supply when that mine in indo shuts soon, still a while to go for KAS but U can't argue with the proven tonnage and % quality. likewise MLX is a good stock with added diversity to other metals also. SRZ I think will surprise, VMS receiving recent greens approval in tassie likewise now it has that de-risking component lifted from its shoulders..... good luk
