gbg at cusp of re-rating

GBG is a very interesting and rare investment opportunity

In a pre-GFC market, speculative stocks were valued based on 'potential' and a stock like GBG would be closer to $1bn market cap and flying high.

A post-GFC market is based on predictability and speculative stocks quite frankly command little value. Only producers that deliver predictable positive cash flows command serious investment and value. The rest of the mob are simply "dirt". GBG included.

And it is this stark contrast between a proven-producer and every other miner that makes GBG such an intriguing investment. The value that GBG will attain in the coming months is significant.

GBG is literally at the cusp of crossing over from "dirt" to "proven-producer". And the potential re-rating is IMO now a question of when and not if.