Meh - gold price still pretty high so select producers will still be raking in the cash. Todays fall isnt company specific as slange rightly points out. All good - accumulation it is then. Anticipating every metric to improve from operating margin to free cash flow to npat +40% across the board 8x fcf and 2x book value with ROE + 27% and ROA +22% all it takes is one soft'ish half and sentiment in physical gold is good and spculators liquidating comex longs. It's accumulate till EOY for me.
Ann: Quarterly Activities Report, page-84
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