Good mention of Oceana Gold in AFR by Rob Tucker from Chester Asset Management.
https://www.copyright link/markets/equity-markets/why-peak-earnings-compelled-this-fundie-to-sell-macquarie-20220810-p5b8th
Rob has been an avid follower of gold stocks and has made a lot of astute calls regarding gold exposures over the circa 20 years I've observed him
Pity about the ASX de-listing though...just as they're getting operations humming and about to hit their stride!