Member Info for SteveJones999

Correct, esp. when you add in the divis paid over this period too.

It’s because cey and other PMs tend to move on intra day gold moves plus the wall issue wiped around 25% off us. Also ftse and U.K. listed stocks in general have been flattish since brexit decision 5years ago whereas other markets, esp US, have flown

Yep on 13:30 US Data and helped gold for obvious reasons

Yep Cowichan, as I keep on trying to remind people too- sector unloved.

Sector unloved- pretty much all PMs done the same YTD

I race with BMCRC- am testing my new bike :-)

Patience

Yep- good for gold, let's hope all the post news analysis doesn't dampen

Not really when you take out the divi- broadly in line with all other PMs as has been the case YTD.

Broadly in line with all other PMs, as it has been all year- unloved sector currently. The concern for the sector is QE will taper which is guaranteed and interest rates will rise although not for some time.

The undertones were taper, interest rate rises further off. I take more notice of interest rates than anything else, taper is afterall, inevitable.

It’s more complex than that- a quick google will reveal the answers you are looking for

Yep Mr T, hence my earlier post.
Sector issue.

Mixed from Powell- since start of year, gold down ~5%, CEY down ~27%, POLY down ~19%, SRB down ~36%, FRES down ~32%, HOCHS down ~32% (note that's excl. any divis paid).

Doubtless many are listening to Powell as I type...

Jackson Hole will drive next couple of days from now on, not technicals

Gold prod down 1% and AISC up 16% plus gold dropping a bit today. Guidance and, most importantly, AISC, expected to be inline with guidance and therefore catch-up second half.

However, Vitaly said in interview several of the costs causing increased capex are likely to remain high.

Agree with him on Jackson Hole- let’s see what transpires…

Guys- look at peers- mostly all suffering- drop in SP recently in line.

Hopefully Tornado- will keep powder dry in case :-).

Yep added 2 tranches @ .9687 and .9668 in ISA and SIPP- was waiting for NFP last week and CPI today. May drop before Jackson Hole, but will see what happens... GLA.