$3.90 valuation by GS updated, page-349

If the Wuhan virus causes the blast furnace to close down, that might worry us with gold production mine exposure, but I do not know why anyone would fear that risk just now. Australia is nowhere near there not yet, the former part of Queensland now known as PNG, as well.

The scaremongering is overdone. Did you know that in Australia, none of the construction sites have stopped, none of the mines have stopped and the only things marginally affected are a few FIFO workers with families or perhaps mistresses in other states not being able to FIFO over the week.

The fear is more problematic than the actual Wuhan virus itself. More Ministry for State Security (MSS) than ASIO and/ or CIA.

Believe it if you want to but IMHO no sane person really ever has believed in 中華人民共和國 from 1949 to present.

They should worry about themselves than the West. SBM, an integral part of the Australian gold production effort, will prevail IMHO. Even if these United States of America gets 2 million deaths, unlikely, the West will neither be shaken nor surrender due to that.