Would not be seeling all your EVN/SAR/RRL/NST/SBM at this point ...they are about to become even more profitable with the rise in POG. They will need to keep expanding reserves via the drill or takeover.
Don't forget, NCM has barely got started.
Late comers to the party due to their operations outside of Australia such as OGC/AGG/AQG have lots more in them. Still waiting on PRU...will also get going with US POG
But certainly I have been running the profits down into the better stories such as EAR/GOR/AMI/MOY/RED/TRY/WGX (which looks to have finally turned)
In Africa CDV/WAF waiting to be taken over.
Interest stirring in tiddlers such as CHN/MGV/GMD.
Hell I even expect the Pilbara watermelon seed story to get another run...KAI/MZN/ARV/DEG
The Brains Trust-2019, page-189
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