If I was looking at BDR as a trade, I would possibly agree and take profit or exit now, but as I am prepared to hold for 6mths or even a year or so, it has the potential to do very well.
It is a very smart play, with enough hedging to clear their debts.
RED PGI ORS DRM CVR MSR and others certainly have potential to really do multiples, but risk is greater also.
MML BDR SBM NST SLR if you have a good entry are good core holding stocks for my PM portfolio - of course much better if you entered a month ago..
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