Agreed.
No doubt VUL is the pick of the litter. ASN can be great too but no way ASN will match VUL MC anytime soon. Compare the pair. Look at the demo plants as a comparison, chalk and cheese.
VUL has a clear and direct path it is on whilst ASN continues to flip flip as per usual.
Very important more poor producers go to the way side to create the next shortage. Wait for SYA as an example to wind up production. One of TT's great picks I believe?
VUL and ASN for DLE and LRS for hard rock. My picks.
ASN General Discussion, page-20587
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