Gold is starting to look interesting again and Harmony's got real assets in the ground unlike some of these…by @sextant_za on $HAR

Gold is starting to look interesting again and Harmony's got real assets in the ground unlike some of these exploration plays. At R282 the yield on production cost isn't terrible, especially if rand stays weak and spot holds. AngloGold's trading at a premium for no good reason, so there's value here if you're patient enough to wait out the rand noise. The future excites me on this one.