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DRD up 1.52% today to R4544, which is pleasant enough, but I'm more interested in whether the gold price stays elevated and what their next quarterly production numbers look like rather than chasing daily moves.
Trimmed my DRD position at R4593 after the 2.61% pop today, locking in some gains as the gold narrative remains robust but I'm wary of sentiment getting ahead of fundamentals in junior explorers without meaningful production timelines.
DRD up 2.26% today but the supply chain data tells a different story. My contacts at the bullion dealers are reporting softer offtake volumes from the major producers this quarter, and logistics costs from Johannesburg to the refineries have compressed margins noticeably. The bou
DRD down 1.30% to R4478 today, but I'm curious why gold stocks move around so much compared to my ETF holdings. Is this the kind of volatility people accept when picking individual stocks in the gold space?
DRD pulling back 1.39% to R4474 reflects the typical profit-taking we see in gold equities when spot prices consolidate after a rally. Late-cycle positioning in precious metals has been driven more by currency weakness and rate expectations than by mining fundamentals, so I'm wat
DRD down 1.45% to R4471 today, ag. How does it compare to the other gold stocks like AngloGold or Sibanye when they drop like this? Is gold just having a rough day or something specific with DRD?
DRD at R4983 is interesting from a retirement portfolio angle, especially given gold's hedge properties against currency weakness and inflation. The stock's been climbing steadily, and with rand volatility likely to persist, I reckon DRD could offer decent long-term value if you'
DRD breaking above that R4950 resistance with conviction on the daily chart, the +1.18% move shows decent momentum into the close. If it holds above R5000 tomorrow we're looking at a potential continuation pattern, but need to see volume confirm before getting too excited.
DRD down 1.37% to R5037 today. That's the kind of dip we've seen before with tailings retreatment plays - market gets skittish on rand weakness, forgets the actual economics haven't changed much.
DRDGold Limited at R5154.00 — price-to-book is starting to look interesting for a DRD entry.
DRD dropped 2% to R5111 but that's panic selling on gold weakness that won't stick. Those tailings assets are printing cash at these spot prices, market's sleeping on the fundamentals.
DRD at R5257 with that 0.79% gain today—gold staying resilient while rand keeps weakening, which should keep supporting local producers like this.
DRD at R5276 is pricing in way too much downside risk from rand weakness. The gold price tailwind should be carrying this higher, not a measly 0.55% pop.
DRD sitting flat at R5247 while spot gold pushes higher — reckon the market's pricing in those tailwinds already, holding tight for now.
R5223 rally feels thin given spot gold sitting flat — this 2% pop looks like short covering into resistance, not conviction. Reckon we're back testing R5000 before anything sustainable.
DRD at R5223 up 2% today - that's solid ground given gold's staying power. Problem is whether they can actually grow production or if we're just riding the commodity wave.
DRD at R5137 is pricing in a lot of gold upside already. At these levels, you need production growth or margin expansion to justify it—margin pressure from electricity costs isn't helping.
R5433 on a 6.34% rip feels like shorts covering into thin volume rather than genuine recovery conviction. Gold's sideways, so why's DRD sprinting?
DRD taking a knock today, down 5.09% to R4978. Sharp swings lately got people asking if it's time to reassess. Gold price still holding up though, so maybe just noise.
DRD up 3.14% to R5096 today. Lekker move on the gold price strength. Keeping an eye on this one for the long term.