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@thuli_dd ja exactly, the aisc numbers are the real play here. been gobbling them up around this level nglby @bayman_jse on $ANG

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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.

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