There are quite a few on this thread with many millions of shares. If just one decides to get out he could decimate the share price.
You have to consider that if the Randgold deal was gonna happen it would have happened by now. You at least have to consider that this is possible.
I was a believer once myself but the results didn't cut the mustard and I got out. I'd only buy back in if they found new funds and changed strategy.