**** SONS OF GWALIA ..next to go .. ****

Over the past year LHG x2+; NDY(NEM) x2.5; NCM x2.5;
AOR (DGD/GLD) x3 ..... SGW down40%.

IMHO, I have a gut feeling Gwalia is ripe to be taken over .... most commentators forget they produce 660Koz.pa .... and the Cabot problem hopefully is sorted out .... today could be a good buying opportunity.
Although most production is hedged Barrick/newmont/Anglo would be in a position to unwind ... the upside is SGW is in safe geopolitical areas .... maybe Anglo out of left field .... I topped up today!