I can’t speak about ORE as I don’t know enough about it.
But for GXY and PLS there SP seems to be fairly close to where it should be against each other, IMO.
Strip out the ALO purchase which by my call is worth anything between 20-27c IMO to the PLS SP, then the PLS and GXY performance is not too far off being close since 1st July 2020 (new financial year).
GXY was probably lagging behind a little until last week, but they are probably a tad ahead of PLS now.
Swings and roundabouts.
The SP of both is more news focussed now it would seem. Let’s face it there is plenty of it.
GXY Spod price update and then SDV update kicked them along, I’m hoping a POSCO announcement this week will do the same.
From here??
I think both are set up to do very well, certainly the next 3 years at least.
(20min delay)