I follow them. Add to the list Lumina. If it continues to slid it will enter bizzaro land soon. People don't seem to know that the 1 big mine there already produces more than the country consumes and does not have a smelter! The worry is not so much outright confiscation but taxation.

All of the above have profit margins that support greater taxation. All are good potentials except Nova. They have a decade long uphill battle with the enviro issues.

Pilot has reached the top for now and I sold. Wait until the next bottom to buy in. Also keep an eye on war over there. Keep an eye on their domestic consuption of gold too. There is some geo risk involved.

This leaves Diluth as the best of the list. They recovered from their July drop pattern but are trading down slowly. I had a target of $3. They didn't make it so now it's time to wait for the winter correction.