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10:50
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Originally posted by 2020hindsight
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Yes like all midteir Goldie’s (on a global scale basis) Klein is now faced with having to go the M&A route for growth. That means he has to sell non tier 1 assets and buy bigger lower cost ones. Mate that’s a very tough gig. At the bottom of that global tier 1 club competing with the very big boys.
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Well, that's very emotive but thin on facts. Merger/take-over talk is generally defeatism in my book. After the production guidance revision, EVN is tracking similar to its peers. It is odd why they're not responding to the GDXJ sentiment but it's not due to any delusion of the CEO. Jake's track record stands for itself.
(20min delay)