Seems like some entity had advanced warning of the ASX 300 rebalance ? ALK and GCY exclusion shows the penalty for having dodgy assets. Now, if only SLR's PE was in line with its peers ..... by improving the E .... perhaps by acquiring cheap quality assets .... current production and AISC appear fixed. DRM appears to be coming with some baggage, now that Andy Wells has been jilted at the alter by WGX, so lets hope the presumed potential of DRM is not spoiled by more surprises.
SLR Price at posting:
71.5¢ Sentiment: Buy Disclosure: Held