Ann: FY19 gold production and Atlantic Gold acquisition update, page-14

Personally, I've been trading SBM for almost a decade now. She has never presented a good deep discount in the last few years until now. That and my capital flight towards NST, EVN & SAR have prevented me from owning SBM on a longer term basis. Shes always looked good to me, it's just that the others was always a little bit better on paper. Now that those 3 are soooo over valued and SBM presenting a nice enough valuation (although born out of some production drama and paying a high M&A premium), she is now on the long side of the portfolio. Caught a falling knife too and looks like POG is taking a pause but that doesn't matter I hold for decades when on the long trade...