GOLD 0.51% $1,391.7 gold futures

Still trying to fall in love with CTO. Can't just yet as have...

  1. 272 Posts.
    Still trying to fall in love with CTO. Can't just yet as have promised much but delivering less. Really like Lihir for a pure gold play, Dominion to a lesser extent and think SBM have come through well and strong management from Mr Eshuys despite his knockers. Hold HEG in the junior end with MCO of the golds as they both have serious grade. HEG has a very smart manager in Mr Bruce and extremely high grade reefs. How much reef is uncertain. Whoever on this chain said MCO has weak management is misinformed. It's one of the most experienced boards for gold exploration and mining in the country and the geologists have only ever seriously done East Victoria. The MD may be young in mining terms but he is surrounded by experienced players and owns 30% of the company. Do you? I also have Republic and Dragon Mountain on a watch list for o/s plays.
 
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