How long do you guys think this selling will last? I'm holding 80% cash right now but am still hesitant on deploying it.
I want to get me some PCY but they need to have an off-take agreement in place before something happens to its SP. What else looks attractive to me?
CUU is too risky IMHO - the market has already accounted for the RE in its SP so the risk/reward is not very good at the moment.
I guess I could always short Westport
