Part of not being a fool investor is being nimble. That means not thinking that the past will continue into the future. Don't blindly think that the stellar run that RMS and NST etc will continue when the gold copper ratio is woeful for gold and key indicators scream sell gold. I think the Rox paradox is true. The lower the POG the more big gold companies will need low AISC resources. There are not many high grade low AISC resources. The average Australian AISC is $1600 oz au. Rox is in an almost unique position. Good for us if the price of gold stays high and also good if it falls.
THE PREDICTORS - YOUANMI SUPER PIT., page-2080
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