RE:RE:RE:Paths/AllanbowI'd certainly be acknowledging and recognizing anyone who gets this correct, and has this figured out ahead of time. I just have not seen it from the critical ones you have listed. So many critics, all were expecting the company to have collapsed, all were wrong. Show me one short seller or critic who said in advance that the company would settle in at 12 grams, and will eventually be over 500k oz/year??
What is the first rule of shorting?? Don't short a dull market. Gold miners are at low multiples, held in disdain, and are a great example of a bad sentiment value investment. The US dollar could well be ready for a decline, and the recent tightening may well be over for some time. Why would anyone want to short that sector?? Why are people focused on being down on pvg. I think the worst two efforts to analyze pvg have come from the short side. Glen Chan and Viceroy have both put forward rubbish containing obvious errors. Although the opinions of short sellers should also be considered, and sometimes respected, the presence or these two nutters does not look good for them.