Views on DEG, DYL and HLI
Hi James and team, Excellent service - keep it up! DEG - keen on your thoughts on this stock, particularly as you are bullish gold towards 24/25. At 500koz/pa at spot, its trading at 2.4x market cap. DYL - I note your strong preference for PDN but John Borsch 'Mr Uranium' is now behind DYL. Thoughts on DYL over PDN? HLI - note your continued bullishness toward Aus banks. You've mentioned HLI from time to time so obviously this is on your radar. Trades at a grossed up div yield of ~10%. Just announced a further $100M buyback, so still throwing off capital. Thoughts? Thanks, team - I really love your insights! Enjoy the weekend, Young