To help with the waiting. I was in touch one of my class mates...

To help with the waiting.

I was in touch one of my class mates from the MSc in mineral Economics, asking for a summary of his paper on explorers. Both he the and lady who won the prize for the course , the only two to get High Distinctions, now work at Wood McKenzie (one can gauge the quality of their info).
When I told him I invested in explorer developers and agreed the conclusion of his paper was in parallel to mine.
He said the signal to noise ratio was very difficult.

I translate that to mean our case, a lot of small cap explorers B/S a lot. When your on one that you can cut through the B/S, stay with it.

IMVHO and sorry if I wasted you time.