I'm hoping SAR have their eyes on a few North American assets, similar to a POGO or Red Lake where SARs refurb speciality can shine. I prefer that over a divvy at this point. It would lessen the FX issues experienced by Australian gold miners at present. The AUD is a cruel mistress, POG in AUD is clearly lagging the action due to the strong AUD. An asset pumping put USD revenue will hedge us from the strong AUD moving forward.
I also think this is why there is a significant out-performance from EVN and NST compared to SAR. They've already got their North American assets to help offset the strong AUD.
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