re: Ann: Independence Group Quarterly Activit... I think it's a re-rating now that Tropicana has been de-risked. The gold mine is operating well and there must have been some apprehension built into the share price that has now been removed.
Either that or the half-yearly due this week (and the dividend) is going to be better than expected. But of course that would indicate insider trading and that never happens.
Either way, it's all good by me. Far closer (in my mind) to fair value now than it was 2 weeks ago.
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