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1,581 Posts.
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15/07/18
11:08
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auto why are you assuming poz has overshot to the downside?
the price drop has been dramatic but I fail to see any obvious catalysts for a rerate
to the contrary, rising usd, trade wars, looming supply etc all signal things may get worse before they get better
if there’s a catalyst for a rerate imo it will be in terms of company fundamentals, higher processing rates, reduced c1, exploration success
i don’t mind rvr at these levels but I think it will be a long grind to rise to where the sp was just a couple of months ago
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