Oceanagold (OGC.TO) is on a tear, and just broke out to new all time highs. Given that some of their revenue comes from copper, this is quite remarkable.
After reaching $4 today, OGC is now my second largest holding, so I should probably take some profits and reinvest in a laggard. I am trying to decide whether BTO.TO will make another run before the annual post-PDAC smackdown, given that they are still quite undervalued compared to their peers.
DMM.TO is another candidate for some of that money (the speculative part), given that the share price has been driven down so much by persistent selling from Sprott.
Yes, Dynasty operates in Ecuador, but they are very experienced at dealing with the local bureaucracy and they are small enough to get more favourable tax treatment. And they are just getting into the juicy veins at Zaruma, so production, barring more setbacks, will be greatly increased this year. (The resources and reserves grade at more 12 g/t, BTW.)
LC