My overall thoughts was that this was a very good report.
My only frustration (albeit slight) is the impairment charge. I want to start seeing headlines of "Banro Posts QX Gain", not Banro Reports Q3 Loss. I realize that they cannot control gold price, but like I posted yesterday, they should be able to have a view outside of 3 months. I would have rather them post the ~$75M impairment all in Q2, rather than take a partial then, and then some more now in Q3.
The flip side of my frustration is that I'm not even going to pretend to understand all of the impairment stuff...so maybe there is very good reasoning to do this, as others have suggested "cleaning the books before Namoya goes commercial". Maybe this is the best thing they can do given the POG and it's recent trend.
