Hartleys latest report looks great, page-49

auto why are you assuming poz has overshot to the downside?

the price drop has been dramatic but I fail to see any obvious catalysts for a rerate

to the contrary, rising usd, trade wars, looming supply etc all signal things may get worse before they get better

if there’s a catalyst for a rerate imo it will be in terms of company fundamentals, higher processing rates, reduced c1, exploration success

i don’t mind rvr at these levels but I think it will be a long grind to rise to where the sp was just a couple of months ago