PRU is a lock IMO but just waiting for a better entry price. Annoyed I bailed at 2.80 on that one.
In order of high risk, high payoff to relatively low risk, lower payoff
AZM --> GRY --> PRU.
I think GRY's been pumped up a bit for my high risk dabbling would prefer AZM. Of course I would prefer GDO at end of the day as it seems to be priced like a speccie but we're producing dammit and know our costs, is the heavy discount all sovereign risk + bondholder underctainty?
As for Silverlake, that's here in Aussie so I think apples and oranges (and what a magnificent production cost for SLR + more resource upgrades to come). That one and PRU are my two favourite goldies.
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Ann: Appendix 3B , page-19
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