Dazza,
Well that was good timing. Apart from JBM I only have IGO, but comfortably enough. Might have to look at MCR and SMY again. I find WSA hard to assess, and MRE is structurally too high a cost producer for me.
I have same reservations as you on AGM. ALB and MBN don't look cheap, but may look at again.
HRR,GME & BRW probably too longterm/speculative for me.
Anyway your timing was exceptional,
EL
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Dazza,Well that was good timing. Apart from JBM I only have IGO,...
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