FR
Frans B.@firsttime_frans·Bearish
So if the all-in sustaining costs are really sitting at 1200 per ounce like Pieter said, that's eating into margins when gold's been volatile. Thing is, Anglogold's managing it better, so maybe that's telling us GFI's got operational issues to fix rather than a broken gold story. Ghana operations need to come good or this just trades sideways while better-run miners move ahead.