SMF vs TGZI've been watching these two companies lately, seems to me that these two companies are alike in terms of production profile and both are operating in west africa. The 6 month chart shows both co.'s are up SMF 100% and TGZ 128%+, 1 year chart shows smf being up 57% while -30% for tgz. Seems that TGZ has a lot of momentum with their transaction and franco nevada streaming deal. Interesting to watch how these two stock performs against each other in the short term and rest of the yr.
This may be an interesting trade.