sbm vs pog, page-4

Whats hurting SBM in part is the rise of the AUD ....
since the start of the year the AUD has risen by over 10%
This and POG has fallen too . Now with the POG comming off its dead cat bounce, its now at over 900usd if we were asking .66Aud/Usd we would see POG AUD @ $1350.
IF costs come down as stated ,the AUD goes down and the POG goes up Happy days !
IMO i see the AUD going down to lower than .68 . Who would buy our 30+billAUD debt for a 4.5% Yield?......cash rates need to go down to make our debt worth investing in .The only reason we are above .70AUD/USD is because our FED did not cut rates by more than forecast.
I believe gold is on the rise ,debt debt debt someones gotta pay
just my opinion so DYOR.