I cant see the value of this data.The company has told you and...

I cant see the value of this data.

The company has told you and the market is certainly telling you that earnings at both SoG's tantalum and gold ops are shot to pieces.

None of of us have any info to know whether the changes at both ops are permanent or temporary. The geotech problems at Tarmoola for example have not been discussed in detail. Quite often large zones of ore can be sterilised and left uneconomic by pit wall failures in deep pits. Rectification can cost tens of millions of dollars.

In addition the tantalum supply issue also may not change for years.

Why buy SOGs in these circumstances???? if you cant forecast next years earnings?
How do you know they are cheap???
The market is telling you something.

How can you compare a company that is in dire straits earnings wise with one that is simply cruising? They have very different risk profiles.

SOG is for the risk takers, KCN for risk averse.

acturtle