IT doesn't look like the market agrees with your view on the potential currently.
ETF funds are the ones driving the SP up, not HC or holders. If the sell Ravenswood, the all in punt on 1 mine will have these Instos reassessing their exposure on investment criteria as stated in their philosophy.
I am not a holder of NST currently but I don't understand your fundamental read on their potentials. Sure current AISC was pulled down by Pogo as expected but I would not bet against them while they try to optimise output.
Something Fishy Here!, page-59
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Last
39.0¢ |
Change
-0.010(2.50%) |
Mkt cap ! $1.543B | |||
| Open | High | Low | Value | Volume |
| 38.5¢ | 40.3¢ | 37.5¢ | $8.001M | 20.41M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 10 | 268377 | 39.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 39.5¢ | 234396 | 6 |
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| Last trade - 16.10pm 26/11/2024 (20 minute delay) ? |
| RSG (ASX) Chart |
