On management, I wanted to add a link to this interview with the CEO
https://m.youtube.com/watch?v=qUA6IJdsixw
Also, company recently announced they will provide 2016 guidance. I'm not sure why they would do this so soon after the last... login to read the rest
Other than positive industry diligence, the only quantifiable fact is they bought this asset very well, but that could be dumb luck. Also they have been thoughtful around plant optimization spend and exploration spend have
Thanks for an interesting idea. You mention management's great reputation. Obviously, the Karowe mine is working out well and the new equipment has paid off. Beyond that and the dividends, are there any additional data
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