somethings astir back at the ranch

Well with 85% share cap in top 3-4 hands, mostly per underwriting default (at 3 higher levels), we might finally begin to see some corporate action here espesh if they are close to nailing PF for conservative starter project.

I have been quietly re-entering at the lows for coming second primary action given extreme leverage offered here to rising AUDPOG, which really aint looking bad given Sihayo's relatively low projected cash costs. Reckon we have an easy x 5 from the lows for starters on any capex raising success which must be looking bit closer given the recent rise in AUDPOG.

Re Q about SUM, dunno much about it but u gotta remember the 7th generation COW in place here and who are behind SIH. Thats enough for me re Indo emerging goldcos.

Opinion