In response to post 21755063 on the weekend thread. I picked PDN as my number 5 as it has some dark horse potential (risky). If it can refinance its debt to someone who believes in the upcoming supply squeeze or even if it dilutes heavily in exchange for its upcoming US$212 convertible note then it will still be sitting on a tier one producing asset which could rerate with the price of U. Given it is somewhat priced for failure and loaded up with debt it provides significant leverage. Having said that I will not be putting any money into it until their path forward is clearer.
With my other picks I started with your research and only got through handful of other companies afterwards which is partly why my top 5 included 3 that were in yours (and they were good picks). I am surprised we didn't see more low EV explorers entered.
