Also I think it would be safe to be buying back into RIO and BHP. Both are in slow up trends and have been since mid December, however there is still a lot of volatility there so expect ups and downs. Also probably expect big short-term drop when next round of IO pricing discussions are held, as IO price expected to drop. That should present a good buying opportunity.

Also interesting to see a bit of interest again in base metals companies lately (one I've been following is up 45% in the last month) as these metal prices have started to flatten out and even up trend slightly. Number of closures lately will decrease global inventory.

Obviously gold companies remain strong, but if gold retreats from current prices these companies could drop very quickly in SP - but are still making buckets of money atm.

Disclaimer: This is not financial advice, I am not an expert.

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