AUL quarterly was filthy - no other words to describe it. WRM...

AUL quarterly was filthy - no other words to describe it.

WRM drillers walking off Last Chance and abandoned drill holes at Red Mountain was a concern to say the least.

CR will be required for summer, where it was previously expected that AUL raise would suffice a counter cyclical program here in Aus.

QH leaving for conflict of interest on its own side of the coin isn't a massive deal, on the other side shown above it seems odd.

In this game as new information arises changing the risk/return prospects of a stock, you must adapt your bet sizing. For my portfolio that meant reducing my holding.

What's in the ground hasn't changed though, the geological upside/critical mass of these deposits haven't changed due to the above information. Just corporate finance side of the coin and time/accompanying opportunity cost which has changed things for me.