I have sold my holdings recently @Fengels. I wasn't that impressed with quarterly and I have no idea what is going on at that Didipio mine. Are they still producing gold there or they stopped? My worry is that if they stopped and this drags on they will have a weaker September quarter and market will respond. For now, I've taken a small loss and I will wait until this is clearly resolved. If this disruption continues it will be costly for a number of reasons.
This is only in my opinion, not offered or to be taken as financial advice, do your own research.
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I have sold my holdings recently @Fengels. I wasn't that...
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