RE: Leverage to Gold You are aware they've hedged a large part of their gold production, right?
As for the new experienced CEO, he's never worked in the mining industry, and frankly seems like an odd choice to lead a company whose main problem is operational - none of their mines are running as they were expected and new problems keep popping up.
Don't expect too much Q1 results, after all we already Sao Francisco production will suck due to their crusher failure and there will likely also be some hit due to the arsenic issue at Aranzazu. About the only positive is that they've finally started bringing down their way to high G&A costs (should have happened a long time ago, but better late than never).