ready for a re-rating, page-7

Yep, a huge re-rate upwards is a sure thing IMHO. I expect it won't happen properly until after the 1H FY15 report.

This stock has been loaded with traders, shorters, and short termers since listing. It has been massively weighed up and down by sentiment on the POG. Technicals have led the market on this stock and always supported the short term option. It was so volatile and predictable that it was money for jam. Buy on dips and sell and rises. Rinse and repeat. A money tree.

However, old technicals are useless now that NST has entered the big league. The company management is full of the young guns of the gold mining industry. They now have assets that provide the flexibility and adaptability to ride the swings in the POG and maintain a profitable company. If the beast is unleashed in the fixing of the POG then this company will shoot the stars out.

It has minimal sovereign risk and has obtained some strategic locations in WA that will make money on the side. It is leveraged to the expected fall in the OZ dollar as well. The POG is range bound atm due to the fixing going on by the West to protect their weak economies. Even at this POG level NST is going to make huge profits. The market won't fully believe it until they see the 1H FY15 report. That is when the proper re-rate will likely occur.

Excluding the POG fixing as god only knows what will come of that, all the fundamentals in this company are AAA.

Then again........ I could be so wrong......... but I've put my money where my mouth is and time will tell.

Cheers