Ann: Investor Presentation, page-160

Thanks dbd25. I'll check out VR8. CTM is worth a look if you're bullish on nickel (I am). Otherwise, in the gold space I prefer large producers with gold / copper deposits (eg NCM and EVN). Yes, I also own CAI and ALK (because they look far too cheap, along with WAF, and KCN for the potential TAFTA win). Outside of the gold space, S32 looks cheap. They have a good mix of products (and a good divi). JRV should also do well if/when cobalt price recovers. Debt laden companies I'm very cautious about in this environment. CAI is one of these, but I'm fairly confident they'll be OK.