That's the reason IDC's been drifting down, busting 10c support, in spite of good anns.
All the pure gold plays are doing it tough, even the best/cheapest producers that are due to double output in the next year or two eg Silverlake and Medusa.
Every day I've seen gold pull back a little, IDC's given up a couple of ticks too. And vice-versa, with Cyprus just now it regained a bit...
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