CDE and IAG are my other 2 positions.
I am not invested here because the BV ratio. That is what initially drew me to look at it closer as it was the lowest, by far, of any stocks that showed up on a screen I ran a while back.
I was at a wedding recently and one of the other guests used to run a hedge fund in South Africa and I asked him all kinds of questions about the industry, Africa, valuations, etc. He said a 15-17% discount rate would be appropriate. Using that, with these lower gold prices and the value of both mines, well, you get it...
Happy to see another fundamental guy that lives on planet earth here on the board. Have a good weekend.
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