RMS relative valuation update, page-33

Add in the USD/AUD factor Tangs. This had helped deliver great SP growth to good larger producers like NST and RRL.
RMS is finally being re-rated by many who always worried about LOM and its growth potential. Enjoy this ride to the 3 humped camel and potentially further.
I think as the AUD weakens and cracks below 70c now is a good time to also move into a couple of good explorers to get some aggressive upside.Some have already moved in a big way. Even if the AUD stays put it brings explorers into the mix as a trade with upside.
Always a punt but fun to have a crack with some profits from other trades.
GLTAH

G