I stopped going to most gold blogs many months ago so was not aware where he was in terms of gold and goldies. I got tired of reading all those pro gold/goldies blogs when our goldies were simply trending down.
However I did like Saville's more balanced views.
Does he recommend any other Oz shares?
EVR's cash after excluding cash operating costs is very impressive, and there are estimates provided in the quarterly report.
I have to admit that I am a bit concerned about the direction of the markets over the next 12 months and what that may mean for the POG, because gold and equities have have tended to be correlated in the last 3 years (ie risk on/risk off).
loki (sentiment is hold because I do not like the market conditions.)
EVR Price at posting:
$2.06 Sentiment: Hold Disclosure: Held
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