Ann: Change of Director's Interest Notice, page-11

@Paul100

"Call me stupid but..."

I have the God stick here. If anyone is to call you stupid will be me.

I did think about a little punt myself.

I am watching the POG carefully. An extra $100/oz is nearly $7m, compared to the max $16m they might have it is quite an improvement...enough to pay for life support though and not much else.

If PGI blow the $16m and the POG is up $100/oz the current cap price isn't far away from the residual cash value on a 50:50 bet. Thats about 5c/share.
FYI - some pundits are suggesting Russia will exceed China's publicly announced holding and they swap places, i.e. China drops and swaps position with Russia. Hence China will announce a bigger holding in a few months.

Then some suggest the slow death of the petro dollar and the impact of recent Shanghai gold centre with 1:1 gold trading rather than 250:1 paper trading in NY, will be a catalyst for further POG increases.

Hard to know who to believe. Seems most of the spare cash is into crypto.