Ann: Red Lake Acquisition Investor Presentation, page-17

agree with some of your points (also a2 holder) but at same time see little point trying to predict short term events.

personally still don’t think a trade deal will be reached but even if they do it will likely be case of buy the rumour and sell the news as everyone is crowded into same trade so only one way for this to go imo, down. Of course, if no deal then down even more! Seems win win?

Best to focus on medium to long term and think gold almost certainly will be higher based on history, charts and many other factors including strains in financial and debt systems, economies slowing, interest rates lowering, asset prices artificially too high, geographical risks etc etc etc

On this basis, think Goldie’s relatively cheap at today’s prices should events unfold as expected...of course bankers keep creating new smoke and mirrors to extend further but the day of reckoning can not be delayed forever. Time is close!

In the mean time stocks like a2 (growth, defensive, cash generating, no debt, great management, selling staples not wants so recession proof, strong brand, niche product on trend and exclusive access to a2 in ANZ) still happy to hold as hedge.

All imo so please dyor