Over at the KE Report on Tuesday, I had a thought-provoking conversation with Dave Kranzler, of Mining Stock Journal, and it really got my wheels turning. I started writing this then and pecked away at it throughout the week, so some of the charts are a few days out of date, but the main points are exactly the same. One of the areas we discussed was that many investors tend to put some companies in the penalty box for the perceived jurisdiction risk, and it is just one of many areas where discerning investors can exploit opportunities for scalping value in a rerating scenario…

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