1Wk·

any thoughts ?

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You would need to know which projects they are financing or have financed. It then depends on what gold prices were used to calculate the development of the areas. If they are high, i.e. over $3,000 per ounce, borrowers may default if gold prices fall only slightly.
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Interesting, but to be honest I don't know much about the commodities sector. Fundamentally, I would say there's already a lot of fantasy in there... Growth may happen, but it may also fail. I think @Multibagger can say more about a commodity stock 😁
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as soon as i have more information, i will share it
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