@JEREMY74 - Yes BOE has done comparatively much better than...

@JEREMY74 - Yes BOE has done comparatively much better than others and made a new 52 week high this week.
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But its not the first time its got over 300. In late 2021 it went above that to 308 high. Then on the week of 16th September lot of U stocks had a big spike. BOE reached 310 that time. All these values are in previous weekly reports over here, But still very good and I feel it should go over 310 shortly.
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Many other stocks are do lagging. As I have said previously, sometimes it is like a horse race. Some start strong and do well in first half. Others come back later in second half of the race. Towards the end many are closer to each other, but there are still winners and losers - so some will always do much better than others.
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BOE doing well is due to couple of reasons - sovereign risk is not there as most is in Aus and many are excited about going into production end of these year. If Spot price does not increase much, it would be interesting to see if the reopening will still happen. So that risk is there. But if the spot is steadily increasing from here, (or looking to increase, or good long-term contracts can be signed), all the producers will do well - first half of the race they will be leading.
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Other point is that if the squeeze actually does not come on and say spot price keeps staying below for quite some time. There is a chance we may not get that "boom"/"euphoria" in that phase. So in that phase, chances are some stocks may still do well - one being BOE. So people wanting to stay in the sector would consider BOE (and few others like PDN/DYL/PEN) to be less risky.
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AGE has always been hot/cold stock. If the going goes well, it makes higher percentage gain. But if going is not good, it falls slightly bigger. One of the reasons is that it stands somewhere in middle (over 100m) cap - when comparing with many who are much less than 50m market cap.
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But if the going goes good, spot increasing, squeeze looking like happening, etc there is a good chance many of the small stocks may make a comeback - second half of race. In fact, if there is euphoria, some of these small stocks could provide much better percentage gain - so something to keep an eye on.
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At this stage things are looking good. But I am still cautious, why - because we try to look good previously as well, but are not able to get to stage 2. Most action happens in narrow range of stage 1. But with every day passing, we are getting closer towards the squeeze. So this time we are in better position than last time (early May) or previous small rises. We still don't know whether this is it, but its good to be in than out. All the best.