GOLD 0.51% $1,391.7 gold futures

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    Sold a couple from trading account, nearly all in super.
    Not yet but they won't miss out as I run on the smell of an oily rag.
    SAU are in negotiations with MLX for big pit senario. If you have a real quick skim. The investor presentation shows stage one and two, if big pit remove 11 million for UG capex on budgeted ounces , lower Aisc ,look at drill density at lower levels, higher grade as you get deeper. Looks pretty good. Take into account all of the above with grade cut off at $1400 in PFS and potential cash gen at $1500 to $1600. Stacks up alright.
    Metric to look at cash flow to market cap and be aware MLX are paying for nearly everything in a 50/50 split.
    I have posted some rough research and maybe one for the watchlist.
    I haven't heard of WCN but will be sure to check it out.
    Have a look at the thread and SAU website as couple of decent broker reports.
    Will tag you into future research, someone started buying after being dormant for a bit so had to move quicker than I would have liked.
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