POG not a factor for CHN as the bulk of their SP rise is due to Palladium at Julimar, i think the initial buy ins were due to the gold play in VIC. I got in around 50c and sold around $1.10, kicking myself now.
The point is, their price has surged on the back of consistent good results and good stewardship under Alex Dorsch. In many ways I see similar qualities in how MGV is conducting its exploration.
With regards to a CR, I think it'll further solidify the floor in the SP. I'll certainly buy a full allocation and any allowable shortfall if there is any.
Good luck all longs.
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