There is a re-rate going on within the goldies. While we are tied to SLR this is not a bad thing right now as they are a much more marginal producer than DRM. I think the big money has decided that gold is staying above A$1800 for the foreseeable future and have decided that producers like SLR are going to be a money machines.
LJ may be even smarter than we think.
DRM Price at posting:
41.0¢ Sentiment: Buy Disclosure: Held