Mate that is fantastic you are way ahead of me so I might not have much value to add. I will go through this over the weekend and give you my thoughts. The one thing i am tracking is issues affecting each company (only the ones I have investments in). For example WGX are struggling to ramp up Big Bell despite having already spent 10's of millions on it. They forecast to spend $80m this year on it to get to full production, at this stage it doesn't appear to be on track. NST''s cost of production was high this quarterly (my job this weekend is to find out why, maybe merger costs or exploration to increase resources or growth expenditure to ramp up production etc.).
