after reading the md&a, the all-in sustaining costs are the story here. if gold stays above 2400 usd we're…by @thuli_dd on $DRD

after reading the md&a, the all-in sustaining costs are the story here. if gold stays above 2400 usd we're printing cash but the rand weakness is masking how tight margins actually are on the deep shafts. anglogold and harmony both trading way ahead on better grades, drd's still fighting the cost curve. longer term play if they can get exploration right but not seeing the catalyst yet.