I think the market is primarily interested in revenue-earning goldies at this point.
A lot of the share price gains by large cap producers over the past few days was driven by ETF buying. WAF doesn’t factor into this.
We’ve probably seen some hot money leaving our register and into these sorts of stocks.
In any case, any rise in POG obviously improves WAF project economics. At some point WAF will rerate 25% or more and it’ll happen in several short bursts
Just my opinion, good luck folks. We’re in a good position here and can afford to be patient
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