Deflector & Randell both run on gas not diesel. Gas contacts are not indexed to diesel. It is not a main input to cost either, its about 10% of cash costs, and <5% of AISC.
US$ PoG hedging book means they don't get the full exposure, but better than some, say RMS, RRL.
SLR Price at posting:
$1.23 Sentiment: Hold Disclosure: Held