This is all well and good.
I hold quite a few of these, and I would say you almost need a notes column with capital position.
AGY is my biggest dog, BUT they have done their CR to fund stage 1. Highly unlikely to hit the market again any time soon.
CXO, GLN also have done CR’s recently.
GXY and ORE is merge co benefit and are good for capital as is PLS.
The others, how are they? I don’t hold.
Running discussion on SP, page-44237
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