Yeah Danny I'm not expecting to resolve everything in Jan, however I still want to see what progress they have made (if any).
If I perceive that change is happening, but likley to be happening slowly (say 12 months to hit 80-85K Oz), then the opportunity cost of staying here with a decent holding will be too much for me. If that becomes my assessment, I will sell down ~30% of my holding and reinvest in other undervalued goldies. Thats why I want to monitor closely month by month. Just my personal strategy that I have formulated and feel comfortable with.
Yeah Danny I'm not expecting to resolve everything in Jan,...
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