RE:RE:Re Akiba You are aware that we have traded in lockstep with the gdxj (both down 43% since the time frame you referenced)? With a downturn like this, you would expect illiquid names to underperform, which we haven't. I don't think our drawdown is anything peculiar.
I'm just curious about your frame of reference because it seems like you managed this position in a complete vacuum vs. the rest of the gold equity market.