Of you can guess the POG and the direction then you will have your answer.
The only tricky part is the direction of the AUD.
If it falls against the USD then Ozzie miners will benefit all the way to the bank and EVN will kick over $1.
That is my HO.
Add to that there is sunddenly a lot of interest in gold mining since the POG changed direction even some really expensive mines may get back up and running if they get cash.
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