Ann: Options Expiry Notice - Waiver, page-23

Will gold come off with a trade deal between China and the US? Trump suspends the tariffs rise.  Gold running at $1800 in Ozzie dollars an oz yet costs average $900 an oz.  That's 100% profit for Ozzie miners.  I think gold will rise a tad more and consolidate if trade talks with China are successful.  Trump meeting in Hanoi with Nth Koreans to grease the wheels, Venezuela about to crack open.  Oil for food?  Downward pressure on oil and sets up lithium.  Copper, moly, moly zinc, cobalt should kick if Glencore is on the money moving into these strategic assets.  DTM well placed with asset in the ground.  Management need to demonstrate forward movement.   Unloved and value.