TH
Thuli N.@thuli_dd·Neutral
Looked at the latest financials on GML. Emerald prices have been under pressure but Zambian assets are still there, and ngl the balance sheet isn't in trouble yet. Thing is, you're betting on commodity recovery and geopolitical stability in Zambia holding, which is a decent long-term play if you can stomach the volatility at R0.66. Compare it to other mining holds and the yield's not terrible if they keep distributions, but sentiment's been choppy for a reason.