Ann: Financiers Undertake Sorby Hills Site Visit, page-202

just to round out the discussion, here's the comps chart of the main peers that get mentioned in relation to BML since aud silver based in late 2018

TMZ you could argue is a questionable comp because its a portfolio story - but its behaving in a way it should be included

Some obvious takeouts
- SVL (yellow) best in class sector leader
- relative performance BML vs peers was sector best in 2020, ~equal worst since last ~Dec along with ARD (green)
- there's a resulting opportunity for the business to outperform significantly from here if it can address the cause(s) of such a heavy loss of market share
- G1A somewhat of a mislead because it had its major discovery spike in 17 - so it looks a relative underperform vs if i showed this from 12 mths earlier
- BML mostly doesnt 'chart' in line with G1A
- noticeable BML saw very muted delayed response to the headfake silver sector pop in May