Kiwi when I mentioned on that other thread I saw 5-7 making it, that was essentially the list I had in my mind plus KDR to round out the 7.
TAW will do well because of first mover advantage but their deposit is potentially more marginal than some of the others so longer term I am not as sure? Haven't done hugely in depth research though so could be wrong on that and early production is a definite risk mitigation.
A CXO type explorer might make it if they can prove up something better than the recent JORC. Still a lot to do though.
I also hold ASN as a speculative play as they have good potential, but again loads to prove.
So essentially your list plus KDR is my 7 most likely. There are another couple on the fringes and the rest I think will fall by the wayside in time.
As with you happy to see what other stocks people think might be relevant.
