SBM: Top of Best Performing List in 2015-16 financial year (CBA), page-4

Hi Hugo,
would love to astound you with a smart answer but no. Mate I have held SBM back in early 2014 made a few cents, I was very bullish on gold liked the story, also had SLR and liked there story and got hammered unfortunately. I compared SBM with it's peers looked at what has been reported and trending as much as possible and it looks like night and day from 2014 ,also I have learnt that sentiment has a disproportionate amount of influence on SP over the short term and some times longer so even though its a Disallowed the market is saying buy big time . However I expect high volatility with an increasing SP over time.
So going forward SBM seems to be paying down debt, has a buffer of funding and increasing cash flow with a currency and gold price to support , EVN looks good also.
Just my thoughts I am no expert however, sentiment short term will do strange things regardless of fundamental analysis IMO. I expect high VIX in the next 6 months which most producers will benefit from regardless of their true worth.
Good luck to all.