I sold all mine when they announced $1350-$1400 AISC for F2017. Current rally is low volume and won't hold IMO. They are at AISC of $1422 YTD so are over upper end of guidance and will bleed cash this year.
Bolivia is also really small and I'm not sure if they have ever been able to repatriate free cash flow so that is why market gives them no value (socialist country that market is highly suspect will honour current mineral resources extraction legislation long term - I've visited there) so may be just a capital-suck to keep extending mine life but never helps to generate cash.
ORV may wander between $.20 and $.40 for next six months but I don't see any bigger catalysts.
I'm watching but waiting to see if FQ3 or FQ4 come in at lower AISC.
I know it's still cheap but needs a real turn around. I would buy again if ORV went back down to $.20.
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