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DRD at R33.95 trades at a notable discount to AngloGold Ashanti on a P/E basis, though the yield story is m…by @scandi_jse64 on $DRD

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Scandi64@scandi_jse64·Neutral

DRD at R33.95 trades at a notable discount to AngloGold Ashanti on a P/E basis, though the yield story is murkier given DRD's lower dividend consistency. The spread could tighten if gold production improves, but AngloGold's scale and hedging capacity keep it the safer play for mo

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