Good articles.
I hold only SVM. The BOD have consistently made me good money with previous projects and being a very low cost producer, they should be viable at deflated prices.
Which leaves, 1) sovereign risk (permits) and 2) offtake risk. 1) I think is more than factored into the current price and, 2) I think is mitigated by the first paragraph.
And I could be wrong, so dyor
