RE:RE:UNBELIEVABLE BARGAINthe difference is that Equinox will never go bankrupt but will grow and grow - it will be 30-40 doll stock just with the current average gold prices, and if the price of gold settles in beyond 2000 doll , the stock will be wirth even more. Look to the longer perspective, imagine the cahrt in 2-3 years, this even will not even be noticed.
Even the worst and impossible case if they lose this mine (hypothetically) due let's say nationalization (which is impossible in Mexico because they would lose all the mining invetors then) it is only 30% of their production; these blockades is a business as usual, just a little hickup in Latin America mining and always priced in price; it affects the the price in short term to shake down some weak hands and then pick it up the stock. Mexico is not Kyrgyzstan like in Centerra's case, it is not crazy Erdogan's Turkey like for Yamana (I think), it is not insurgent Mali like in BTO, Mexico is pretty much stable for mining as it closely connected to the US and Canada in NAFTA market.
even Centerra gold that lost Kumtor won't go to bankrupt.