DRM Chart Discussion - 17 January 2016, page-58

I don't want to cross post too much fangk but brief thoughts.

PRU is a stock I like because it has extreme leverage to the gold price. It is because it is high cost it is desirable in a rising market. This is sort of counter-intuitive but high costs are a good thing because the market places very little value on its mine currently (it also holds a lot of cash). It recently had a poor quarterly result and now I am less enthusiastic. RSG is a stock that is in a better position in the next 6 months and I have transferred more into RSG from PRU recently.

I've posted a lot of more detailed thoughts on the PRU forum over the past 18 months if you want to have a look.