thx BlitzerFundamentally so strong....with huge runway of oz ahead of them, very low cost of new oz, one of the lowest AISC vs peers, new flagship mine on its way. Means a huge cash flow juggernaut going forward (more dividends and buy-backs coming).
Only overhanging issue is persitant BF security problems....But I believe the Gov't, in the end, will do everything possible to protect an industry that creates both jobs and tax revenues.
Interestingly also, I see the short positions as at Feb 15th were cut by more than half (over reading as at Jan 31). Down to under 1M shares.