My take aways from the quarterly, for what it’s worth:- KOTH...

My take aways from the quarterly, for what it’s worth:

- KOTH looks exciting. Good project starting to produce in mid 2022. Bit of a company-maker?

- Darlot operations were cash flow negative by about $10m for the qr and looks like a bit of a dog. AISC is similar to current gold price. Bit of a worry?

- Two offers for Siana. I held RED shares several years ago and found Siana to be an absolute nightmare for investors (I’m still mentally scarred). Has potential on paper but I wouldn’t mind seeing it sold.

fyi, I bought in at 16cents recently thinking the company is undervalued on the strength ok KOTH. Fingers crossed. (RED is pretty sensitive to the gold price too)