expose in The Economist on congo gives some new updates on the complicated politics limbo government have a greater impact on these stocks than the price of gold by restricting export and their corruption of fines and other nonsense management were very quiet about the hostages for over 6 weeks and brief on the mining downtime. q2 likely to fall short. gold is not up by demand but only USD weakness. EM moneyflows might well rush back to USD is search for safety.