Hi Spec,
I think you are fixated on WGX vs RMS … which personally I see as irrelevant in determining individual company investment performance.
If we do choose to critique Ramelius, they out produce WGX, they do it cheaper, they have more free cash flow, they have better mines, the management team is better Imo and this is how it is going to stay for the immediate future.
I hold neither as I believe their are better opportunities in the short term that suit my investment thesis … that being total annualised return on equity rather than absolute return on any individual stock.
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15 | 62474 | 2.910 |
10 | 58356 | 2.900 |
10 | 99147 | 2.890 |
7 | 30483 | 2.880 |
Price($) | Vol. | No. |
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2.930 | 54272 | 19 |
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