Hi guys, there was a view early last year that gold stocks were lagging the gold price and thus offered some value, throughout this year gold stocks have followed the gold price price higher and rallied – they’ve done some nice catch up. NST and EVN up around 50% (depending on when you start). Whats your current view and future outlook on Gold and these stocks? Have they finished their catch up? Thanks for all your excellent commentary. Cheers, Josh
If the share holders voted on this split and thought it was such a great plan why has the arse fallen out of both today on the ASX Monday morning, wasn’t it explained to the share holders what would happen. If it was such a great idea why didn’t the share price go up.
Hi guys, there was a view early last year that gold stocks were lagging the gold price and thus offered some value, throughout this year gold stocks have followed the gold price price higher and rallied – they’ve done some nice catch up. NST and EVN up around 50% (depending on when you start). Whats your current view and future outlook on Gold and these stocks? Have they finished their catch up? Thanks for all your excellent commentary. Cheers, Josh
Just a question – What is the outlook for the Gold Price ? I know MM is bullish on EVN. What about the other names – especially NEM, RRL, NST? At what point should we trim or take profit on these stocks?
Hi James and team. I have received the most recent prospectus for the BCB capital raise and there are a lot of moving parts. My gut instinct is that this would be just good money after bad, but I note that Shaw are part of the underwriting team. Also noting that MM recently sold out of BCB, what are your views on their future post this raise? Cheers
ING are now trading near 53 weeks low. What are your thoughts on the stock?
