Fed, smm is good, but nel, mtn are not bad.
nel only have 58m share on full diluted base, I don't know how you workout 79m share, and watch out nel's namibia drilling. mtn is cheapest on resouces base, smm's hope to have 150 mb resources in contral, but they only have 50% of valhalla and skal, mtn have more than 77mb(35000t) resources and is 100%.
they are all good, I hold all of them.
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