Coincidentally I posted a couple of videos this afternoon spec....

Coincidentally I posted a couple of videos this afternoon spec. My views pretty similar on those stocks.

Not sure about the hedging. This really looks like a genuine breakout in the A$ gold price so I’d hope many will hold off a bit. DCN and GOR already have good hedging prices locked in for a decent amount of production. Plus their margins should be excellent so debt repayment not a big deal. The ones who are more desperate like GCY or BLK will probably jump to hedge earlier.