Diatribe
Your blunt views on Lihir ( with which I agree) and Newcrest ( ok if you've bought on the pullbacks) are both refreshing and appreciated .
So if we sin-bin them , in a gold market thats breaking out , where do we get the best bang for our buck??/
Certainly not Croesus !
Dominion ?
Avoca?
St. Barbara?
Integra ?
These are all different animals I know , and there are pros and cons for each at the various stages in this cycle.
Would be interested to know if you could indicate the gold "longs" in your stable ?.
cheers
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