For disclosure I am a holder of both POD and GENM. Both great...

For disclosure I am a holder of both POD and GENM. Both great companies for me (so far) and I expect both to go a lot higher.
GENM are still exploring and a have a 8000m summer drilling campaign happening now and may not be orphans for long as SibStill have a 51% buy back provision that has to be executed by 22nd July. Got in that one at 41c last year, now $1.10, so it has significantly underperformed POD so far as we are up 400% in the same period.
What we need is PGMs to keep flying. The biggest threat is of course the electrification of vehicles, but I for one are betting this is going to take decades, couple that with most large palladium mines being located in riskier juristrictions then we have the recipe for successful PGM investments in both Australia and Canada.
Anyway let’s hope POD keeps up the good work. Australia really is the lucky country. We are blessed.