Short term this weakness may continue, but long term looks great, especially if they can reduce AISC to US$500 by 2030. What will the price of gold be then? Copper (as credits)? Cadia is running at negative AISC costs, so it can be done if you have the right assets. Red Chris, Bruce Jack, Havieron. These all look pretty good imo.
NCM Price at posting:
$18.49 Sentiment: Hold Disclosure: Held