Agree. For me pdn still remains imo one of the best long term macro plays on the u price. 600m asset, ready to go with a relatively quick restart, decent aisc, and 4 years cash burn so chance of dilution is low. I grab them while I still can at these levels, hold a long term view, and strapping myself in for a very messy ride on the way up. However, patience and conviction is key.
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