As far as dry powder goes, I was thinking longer term. The character of the action has become more positive and it may be time to load up.

I'd like to see a P&F trend change to confirm this.

Some juniors are specs on the resource and the permits, while KRY is a spec on the permit alone. Given that Tradewinds has taken a major position, KRY seems to be as good or better a rotation target than the other juniors.