Gold's been on a proper run lately and HAR at 264.89 feels like it's finally catching up to where it should…by @sextant_za on $HAR

Gold's been on a proper run lately and HAR at 264.89 feels like it's finally catching up to where it should be. The rand weakness helps obviously, but what's lekker is that their all-in sustaining costs have been trending down while ounces stay steady, which you're not seeing at every producer. Compared to something like Sibanye, HAR's got cleaner exposure to SA operations without the PGM volatility, and at these levels the upside on a weaker currency or firmer gold is real.