Gold rally has been going for about 2 months now.Hope some of...

Gold rally has been going for about 2 months now.
Hope some of you caught the wave.

Most boats got lifted - especially the Oz producers or near producers, but can be a mixed bag.

Tonight AUD GOLD looks to be pushing all time closing highs again of 1854....it was 1660 in DEC! 
with say AISC of 1250 - that's a massive 50% boost to gross profit unhedged which will come through next few quarters.

NCM bellweather is up 20% and instos obviously catching the wave there.

RMS has been great and nearly 50% and still looks strong. One of the best trades I think for 2 months.
GOR off the big volume spike 30%
DCN still up 25%

RSG has come back 
GCY for me is red as bought 10c to 13.5c. went to 17c on the run....under 10 now due to ramp up issues 

Always good to review a sector and learn.
But thought I'd mention NCM as sometimes you don't need to look for the dregs when a sector has great FA change and sentiment shifts.
NCM has added nearly $4b on it's run.

Talk is of AUD still weak in general, some talking 67-68c and market is still nervous after a general rally from 5400 to 6100.

Maybe a review of your current gold holds, how they performed or not.