In fairness, it's probably more than the POG. I expect the market is looking for improvement from Haile. And I think they will get it. OGC has a solid management team. I have little doubt they will get Haile humming. Maybe the market hasn't factored in the cash flow from Haile? After all, no cash flow has been recorded yet and won't be for another quarter (as it went commercial on 1 October).
Baron
