I have followed RMS and BDR for a long time and both have been very good to me so I have no bias one way or the other. However, of late RMS managment is under promising and over delivering and BDR is the exact opposite.
I'm not sure about your quote on costs - RMS have divulged their AISC and not sure why their C1 costs are laughable? Been beating guidance and have had outstanding performance of late.
I bought both stocks in early december, but recently sold BDR in disgust after their latest release and bought more RMS.
Each to their own and I expect that BDR will get smashed after a poor quarterly and I might buy back in as it will look to be a good value proposition at some stage.
