Agreed on assessment of PSV and Victorian gold deposits. BDG I am not so keen on. Not because of SBM who I think are solid. Eshuys knows more about Vic gold than most having been involved among other things in mining the old A1 mine with the current operators of the Morning Star-MCO outfit. This was a great little mine in typically rich nuggety Victorian terms. It's just I wonder whether BDG is a bit of puff like most always thought. You can't argue with the gold mined there historically but things have changed a lot at that place. I like Ballarat story more to be frank and like Lihir more too. PSV is a large producer who will hit the rich stuff soon. They look cheap here.
PSV
perseverance corporation limited
