RE:RE:Bob MoriartyKLG was a lot cheaper just not too long ago. I thought it was undervalued earlier this year, but did not buy any. IMO the majors kind a just suck. The intermediates can move up and down a lot, and can get quite undervalued at times. THey are volatile.
IMO you have to go with Robert and now ES. Be in the exploration plays and be levered to the drill bit.
I would say take the profit part of your KLG off the table, Pay the taxes and then reallocate to Novo, Artemis, De Grey , Chalice, and Kairos, not necessarily in that order, particularly on the last two, and not equal weighted. You will notice that ES did not equal weight Novo and Kairos.