The KE report interview was great, AUG getting punishedWhile Bebek remains a great voice for the company and they are doing the best they can - when the results come back as 'meh' they're going to get punished for it.
I do like that Ivan has continued to buy because the technical team has done the legwork such that while they cannot guarantee high grade finds whatsoever, they've at least positioned themselves to eventually hit something. Of course there are no guarantees.
I will keep my eyes on this descent. No interest in selling. Will look at adding if it gets ridiculous.