Great points @speculator101
(Slightly) off topic, but it looks like I am going to have a gap in my portfolio soon.
I like to have the following:
- Explorer - 2 or 3 (BGL and DEG)
- Developer - 1 early stage, 1 late stage (CMM)
- Producer - 2 mid size, 2 large (mid = GOR, SBM, SLR and WAF; large = NST)
With WAF moving into production last year, and CMM moving into production this month, I am looking for suggestions for companies entering Development, or in mid-stage development. BGL will likely move into Development soon, but no guarantees.
Does anyone have any suggestions for early- / mid-stage developers?
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