my responce from cc, page-14

current EV of $400million is no bargain compared to peers, share register has become bloated which caps the upside now

certainly better value elsewhere, SLR has far more interesting forward production profile targetting 250,000 plus ounces pa in FY14, double that of IGR

NST at 25% of IGR EV will significantly outperform IGR next 12 months. esp with IGR hedge book holding it down if gold rallies hard in AUS

It will take signifcant exploration success to really deliver from here, that is the known unknown

thats my form guide, sorry if you don't like it but as they say....better form elsewhere