I dont think they give a revenue split by commodity. Their projects list has a lot of gold but also a range of other minerals. The more gold the better I say its the least cyclical of all the commodities.
Compare to the last boom where so much of the growth was iron ore. Iron ore is one of the very cyclical commodities.
The gold exposure is a part of the reason i think the jump in earnings is more sustainable this time.
Ann: 1HFY23 Investor Presentation, page-15
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