RE: Some thoughts on Q217 Jul 2024 08:45
REAL devaluation, and AUX revaluation all going our way, the forecast 10k+ ounces per quarter for the next 2 quarters will significantly add cash reserves to the book, interestingly the cash position still grew in Q2 at a time where CAPEX of new mine development will be taking up a lot of cash, that is seriously positive IMO.
The lack of interest in this sector, considering where PM prices are, however, is bewildering.