"I thought mcr would be in this category but I wouldn't touch that either at the moment."
MCR are not too bad either... But p/lb costs are higher. M'Cap $130M
Its about finding a balance risk/reward/income in an extremely oversold sector.
And yes WSA has way low cost... Also has a ridiculous MCap of $700M to go with it. Very limited capital growth from there imo.
IGO pretty good with the gold etc, but has Less Cash vs. MCap, lower tonnage, no hedging and same mine life as PANs... IGO M'Cap $400M... Again limited capital growth in short term.
MRE... Obvious Basket Case... Which is funny because i made a very decent return on it during its rise.
PAN is extremely leveraged to even a plateau in Ni prices... Super leveraged to a sustained rally.
My 2c...
"I thought mcr would be in this category but I wouldn't touch...
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