EVN 0.49% $4.08 evolution mining limited

Yeh fair points, especially if you have been in EVN for a while...

  1. 378 Posts.
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    Yeh fair points, especially if you have been in EVN for a while and Gold focused.
    Pretty rough Macro this year, for sure. Last M&A venture on RedLake bit of a cluster.............I got out mid 2020 after the honeymoon run.

    The question is will EVN really have that super low AISC - with block caving UG.
    If I sit at the bottom of the cost curve, I'm last man standing if Cu prices tank versus a lot of my peers, so probably not going to worry about Macro unless it totally hits the fan geopolitically.

    Accretive and happy they increase Cu exposure to 30%. Nice add to EH.

    Worth a punt and back in, with an on market buy after the rout last night. $3.65a



 
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