I lean towards Silvercorp. It is not a coincidence that my "3 legged stool" of non-majors in different stages of mining- TDC, SVM, and AUY - includes Silvercorp. These are my 3 largest PM holdings outside of CEF, which is not a miner. AUY is the medium size producer way undervalued; TDC is the dirt-cheap explorer piling up ounces in the ground with lotsa cash to fend off evil; and Silvercorp is right in the middle development stage-wise - the largest miner in China with real production and earnings, that no one ever heard of. And the fact that it's a silver miner diversifies the trio even further, beyond the difference in stage of development.

Now that you can't buy physical silver anymore, SVM is the next best thing - even better for it's eventual leverage to the metal.