NCM - that dog of a stock really is not helping the sentiment of the well run goldies. At some stage their could well be a divergence between the unprofitable dogs like NCM, SBM and EVN and well run groups like RRL and SLR.
CDU - was always going to be a sub $3 stock regardless of market sentiment. They're producing but haven't released a DFS, madness! The market will have no idea what to expect.
SIR - its nickel, by far the toughest commodity to profitably extract in the best of times. Don't be too attached to a supposed bargain if it fails to hold these levels. Technically it could be a good trade, fundamentally its overvalued given the bearish M&A market at present (projects are being 'sold', rather than 'bought').
