GMD 0.26% $1.92 genesis minerals limited

Ann: Corporate Presentation - Ready, set, grow - BMO, page-6

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    How great is the game RF has been playing? Admittedly he reduced GWALIA AISC $400/oz with 10% lower production, but the question is how much the LOM is compromised by selectively doing this? Although in retrospect, SBM management was stupid enough didn't understand to do it the similar way.

    I am shocking to see $2b valuation for GMD, basically just for the name of RF? The 16Moz reources are largely rubbish, unless gold price through the roof and sustains.
 
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