@TELas you know i own bothi am entirely sanguine on both...

@TEL

as you know i own both

i am entirely sanguine on both holdings

but as i said prior - mkr is a super high leverage knife and that cuts both ways

entirely undervalued at a capital value level - but capital value often fights with cashflow value and the market esp in precious metal stocks tends to be particularly hard on cashflow and ignore the value of capital until and unless it believes cashflow will turn

slr in gold is a similar but far less high leverage stock because its recent aisc has been so high

mkr investor relations has been - lets just say sub par to keep things civil - imo.

but that just creates opportunity