Can't help you there, Jono. I take the view that sometime over the next 15 or 20 or 25 years the gold will be extracted from Cadia. Whether there is a blip over a few months is neither here nor there.
Investing in NCM or not should be a decision based on one's view of whether a portfolio should contain gold or not. I have 20% of my portfolio in NCM - not necessarily a brilliant allocation, but happy to live with it.
NCM Price at posting:
$19.73 Sentiment: Hold Disclosure: Held