RE: bojo/xviolet9 May 2021 15:24
ihowells,
Yes I see quality in those stocks for sure and with HZM its hard to find any red flags apart from the usual derisking as it proceeds through the normal growth cycle. I think you are right about holding that one but we must monitor it. I am not even adverse to a bit of dilution, bu the optionalilty is among its better strengths.
ARCM, yeah its that same old JV thing that so many miners talk about. i do see the CEO's history and that in itself should not be dismissed. Fully loaded on that one.
Regarding SAV, that could be a walk in the park couldn't it! Fully loaded on that too.