No worries. You are probably already on to it but if not CHN might be up your alley as another negative EV goldie (if you need one on top of MSR). Trading at around 30% discount to cash and investments, much of its cash held is USD.
BOE Uranium prices on the NYMEX are stable, but ASX uranium stocks are sinking on Friday. The answer lies in Kazakhstan
DVP Commodity house Trafigura funds Develop Global's copper-zinc Woodlawn play with offtake deal in place
