gained my 100k back and i'm out, page-47

Champ, if your really interested in how NST performed versus guidance, look back at the cash flow guidance given and the what was actually produced. Or look back at my NST posts and you'll see where I've commented on the changes in cash flow guidance. Obviously, the main reason has been the falling gold price but, again as I've pointed out before, actual net cash generated, pre acquisitions, and even expansion capex is fairly limited around current prices. Hence why cash flow guidance is no longer given and why they picked a very similar asset to Paulsons for $25m or whatever it was. It wasn't charity I assure you, or a multi billion dollar company that just wanted to reduce debt as has been spun here.

Your entitled to your option Champ and you may be right. Or may be wrong and still win as NST can obviously do well if gold prices go up. However, I will call you out where you just make stuff up. My own view on NST is that its not as blue chip as it appears given that it could be cash burning with a moderate drop in gold prices. I don't think that is priced in. Whats in the price is of course hard to judge, and for that reason, and the fact that gold prices mainly determine price for now, I have my sentiment at none. If gold prices were to fall significantly, say below $1200, and NST hold up reasonably well, it would be an easy sell in my view.