what's driving down SO4 ?, page-9

Yep. What you said is important. I am thinking some factors will certainly impact sp, including delivering the project on time and budget, and commissioning and production transitioning as expected. But it still takes time to see the outcomes. I tend to look for the bigger stimuli like products delivery and feedback, reserve increases, a bigger capacity and lower cost, or any by products. Also, I saw one of the new gold producers Obm take a bloodbath not long ago for whatever reason I don't know. So, I would remain positively cautious with variables at play. IMO the 30/40/50cent region is less risky and buying on the dips is safe though. GL