Great read. Any chance you can put DCN with some assumptions around FY19 production and AISC (say 200k oz @$1050 AISC)? DCN looks cheap at the moment if they can hit their guidance.
I'm also taking a much closer look at WGX at the moment, it looks undervalued and an opportunity if they can get some momentum. Has been a huge underperformer but recent price action suggests a turnaround might be on the cards?
