TH
Thuli N.@thuli_dd·Neutral
been reading through the latest production numbers and honestly the cost per ounce is looking better than it was a year ago, even with rand weakness working against them. gold price staying firm helps but what's got me interested is they're actually reducing all-in sustaining costs at the SA operations, that's the real story not just the rand tailwind. at R1548.68 you're getting a company printing cash in a rising rate environment, ngl that's decent relative to where peers are trading.