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Re: betahighlander post# 315

Wednesday, 05/30/2018 12:48:50 PM

Wednesday, May 30, 2018 12:48:50 PM

Post# of 406
yes, I guess. If the dollar goes up against the Rand and gold goes up against the dollar it's the perfect storm for these companies.
Some people will never look at these companies because of politics of South
Africa. Yet this same politics would drive down the rand and cut costs.
As I said before, I like Hmy for Papeau New Guinea. One might look at drd and with huge PGM exposure the crashing Sbgl which was gold and is now 60%
platinum, palladium and owns the stillwater in Montana which they paid more than market cap of the stock now for. Value north of 2 billion in just United States although there is now 1.9 billion in debt also which gives investors real jitters.
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