wombat - you made me laugh i think we're all getting spoilt when...

wombat - you made me laugh

i think we're all getting spoilt when a 400% annualised return is called a dog

try is up 19-58 = 200% in 6 months. thats comparable to most gold miners. its story also gets stronger late this year

as i said at about the time i was telling you to buy rsg - rsg is about 6 months ahead of try in corporate turnaround.

rsg is showing strength because its debt free, has high nominal ounce output and mometnum is high so market is actually running harder on it to get set ahead of the capital raisings that will finance going u/g, ravenswood etc. similar to what occured with bdr this year

try does have a teething issue in that milling problem - and its got debt it will take 18months to pay off

so i expect it to be a laggard - but it would be wrong to call it a dog.

but tbh - i think the verdict is in - we should all sell our gold stocks and buy silvers. thats where the performance will be from here - and has already been to date.

gold/silver ratio has barely come in as yet

SVL - when it comes back on - even AZS - and definitely those US silvers fbx and ive been on about

wombat - worth noting try has a 30% residual exposure to the caposo silver mine. so you may find that becomes a significant tailwind as the core story gets back on track