There could be something in the supply story unfolding but I think it's more likely an overreaction on the ASX to absence of news while ORE (the biggest) producer is in a halt. Once it comes back on tomorrow there will be synergistic rises in GXY and all other first movers in the space.
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- Ann: Quarterly Reports - December 2017
Ann: Quarterly Reports - December 2017, page-184
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