I reckon THE SWITCH IS ON from the over priced top tier producers to the mid tier better value producers is on....
SLR down as much 15%
NST down as much as 6%
IGO down as much as 4%
all while when POG goes up over night with chances of a 50 basis point cut improve and
RMS up as much as 10%
AMI up as much 10%
MML up another 4% hitting 52 week highs
And TAM's asset would make it a mid tier if in production
Three Near Term Price Drivers, page-17
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