Yeah, for whatever reason we've lost ground against peer companies over the last 3 months (SAR, CQT, TRY, RMS)...but over a year...well, it's SLR first and daylight second!
I'm not aware of any fundamental reason why this is so over the last 3 months.
My only concern with SLR is the cash cost but so long as they keep adding to resources and POG remains favourable, so what!