Hi all...just wanted to start a bit of a discussion (hopefully constructive) about the emerging evidence on the cost concerns emerging in the mining sector. Let me state from the outset that I'm generally a fan of ANX but the recent announcements from gold miners are starting to put some quantifiable numbers around the problem. I personally don't want to have my head in the sand about these issues. I'm interested in what adjustments you are making to the risk profile of the investment? Maybe it's as simple as thinking the price below 8c adequately reflects this although this also could be just general market deleveraging/sell-off?
Hi all...just wanted to start a bit of a discussion (hopefully...
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