Ann: Investor Presentation, page-55

Hey @Vincentvalin
I don't think that is a silly Q at all.
I can't give a definitive answer only an indication.
Which stock has a potential discovery story or shall we call it "The surprise element"?
Deg has a very strong story with more upside.
No one is surprised when they bring out fantastic ann because-
1. the mc is already quite large
2. more of the same has less effect on larger market cap companies.

Now we eliminate one of those above but I am by no means suggesting that deg is not an excellent story, matter of fact, the contrary and safer for the reason that they already have so much ready for proven.

cnb has a discovery story and this looks set to grow.
Days like today represent a good buying op imho.
The mc is going up quickly but given the potential here, I think there is much more to the story so the growth and hence share price has much further to go.

cpm.
No real discovery yet but certainly very strong suggestions that they will get it.
Large land holding, fantastic capital structure, good management, Similar geology with SFA historical exploration.
A discovery and a very low mc explorer is the one to be on but then you have to see that the risk is also the highest.

It comes down to 2 things for me.
The surprise element to mc ratio and the risk associated with how much money I have in that potential story.

These things have life changing financial potentials.

I can only give that much as everyone has different investment styles.

Hope that helps.
Kind regards, Wack.