An interesting question JSS. Though perhaps I have a similar thought process, but look at from a slightly different angle. I am more looking at the value chain so to speak.
I hesitate to offer some suggestions, but, a starting point might be BRB, AOP, BDC, MGV (not cheap, but.... highly valuable ounces) and PDI (3 of the 5 are likely viewed as ultra boring by the market, but... I guess the contrarian in me likes that). There are likely many others! Disclosure, I hold them all to varying degrees (some only recently, due to their underperformance)
Hopefully if you do a deep dive on them, at the least they might provide some bread crumbs to other potentials...
I must admit, I have continued to wonder why GOR, or even CMM have not snapped up one of the above, as surely, having a pipeline of development is a very important pillar to longer term growth, and moving up the food chain.
CMM Price at posting:
$1.94 Sentiment: Hold Disclosure: Held
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