interesting numbers on the all-in sustaining costs last quarter, fwiw around 1050/oz if memory serves, whic…by @nico_the_analyst on $PAN

interesting numbers on the all-in sustaining costs last quarter, fwiw around 1050/oz if memory serves, which is actually holding up better than some peers when rand weakness kicks in. my reading of this is the operational side isnt the problem, its just the macro headwinds and gold price sentiment thats been dragging it. could be wrong but at 21.43 feels like theres margin of safety if you believe in the long term rand depreciation story