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obie's avatar

great industry and business pick, but i'm surprised that you don't even mention any valuation metrics. i liked SII more last year and now am wondering if it's close to full value at 31x next year PE?

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Hugh's avatar

Hmm, very interesting, I'm about 50/50 Precious Metals, miners and streamers and BTC. Would some Sprott de risk me a bit I wonder.

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