John is there any reason to not hold SOLG directly? It is looking rather cheap at the moment (the market really seems to think we are in for a long bear copper market, but the actual physical seems to be saying something else).
DRG is unloved by the market over a long period of time and trades at a significant discount to its underlying holdings. Is there any reason to think this will change?
XAM Price at posting:
12.0¢ Sentiment: Buy Disclosure: Not Held
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