gold in freefall.. how low slr monday?, page-8

Vendor
I assume you mean there are better stocks in the gold sector

If that is what you did mean - can you name them please ( serious question)

I agree that as gold price falls the pressure on SLR becomes greater due to margin compression which in turn squeezes the NPV of the business on a DCF scenario , however I think there is a point where were sellers become exhausted and the price stabilises . Depending on the gold price this may be a lower than today bit I really can't see SLR in the 20-30s. I think a bottoming in in the high 50s to 60s would be about it