Imo we should just let the NEM strategy play out. The stock...

Imo we should just let the NEM strategy play out. The stock price is reflective of yield which is not there yet. Long term US investors have been burnt and new comers are hanging back until their investment criteria are met. At the moment that criteria hasn't been met. The quarterly reporting by NEM is great. Keeps investors up to speed on this critical game-changing acquisition and spin off strategy. The market is just biding its time with respect to NEM and imo we are doing better than I expected in the early days of post NCM acquisition. In the meantime the POG is setting ever increasing floors as new bullion buyers (particularly central govts) enter the market. NEM is currently a cash cow, paying down debt, paying divs and eventually further rewarding investors with buy backs . Merger (TO) cost saving synergies are also playing out so what could be better. We are in blue sky period with revenues increasing and costs decreasing. All this is happening when we have bought in at a very low level. The quarterly spikes will happen so I'm just going to be patient and not interested in non-company specific commentary.