coming report and visit, page-2

great to hear mate. Management has impressed me with the way they have managed to remove the strangling hedge and turn this into a profitable company. The noose is well and truly release imo. The increase POG is now the icing on the cake.

I just dont see how a 150koz producer can be sub 300-500 million if it can trim the edges off its cash costs (which by the sounds of it, is already underway).

Personally I find the Zijin buy in at a premium a huge tick of confidence. Not only is it backing by a big player, it reduces the debt to an easily manageable level.

This is one of my bigger holdings.