Investment Theme
Over the last couple of months, we have seen a clear lift in interest in the gold sector, in our view driven by a number of factors. Show More
Much of the market seemed to be spooked by the material drop in profitability vs the pcp. This shouldn’t have been unexpected and the key metrics of Revenue, EBITDA and NPAT were all basically in-line or ahead of both our forecasts and consensus – from that point of view it... Show More
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