Copper
HCH sovereign risk will be forgotten about if copper has another run. Chile risk mild compared with some jurisdictions. Bit stale due to slow progression and management over-promising and under delivering.
SVY...yes....Chris Cairns will make something happen
RXM under takeover offer so have taken the money off the table there.
Also been collecting XAM...large scale resources in Mongolia, so maybe some jurisdictional challenges, but has rum well in the past.
FFM has had great run, now digesting a cap raise, but excellent jurisdiction and management. Has a gold project in the back pocket..good optionality.
Similarly, compare FTL, look-a-like to FFM but much smaller cap, been a buyer this week. Was waiting for a deeper pullback but I am not convinced it is going to happen. Also solid management.
CVV, A1M, AIS all advanced projects, charts look to be reprised
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