WGX 3.43% $2.41 westgold resources limited.

Ann: Q3, FY24 Production Update, page-67

  1. 8,190 Posts.
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    WB and crew done a stirling job of turning the ship around, and in favourable winds. Full marks there. Small red flags thou:
    how bad does Paddy's need to be at this gold price to shut it down and miss guidance?
    is this a symptom on WGX's quality of assets? or sensitivity to 'issues arising?' What would happen if Big Bell crapped the bed???
    I think it's time WGX focussed on M&A - especially around Meekathara. Plenty of low hanging fruit. GBR, ORA, MEK maybe.


 
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