Guess NCM will follow the market - but I'll be interested to see if the the quarterly results have any impact. Septmber 2010 report was out on 21 Oct, so only 3 weeks or so to wait.
If production is at the low end of guidance it'll be about 700,000oz. Looks to me that POG will be about $A$300 higher than last years average of A$1378 which equates to profit increase of A$210 million for the quarter.