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Strategies & Market Trends : Natural Resource Stocks

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To: E_K_S who wrote (96935)2/21/2020 11:49:37 AM
From: DinoNavarre1 Recommendation

Recommended By
isopatch

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>>>Watch those companies on your list and track the growth of their FCF when they reflect the new gold price on ore mined.

The next question is where does this growth in FCF go? KL will raise their dividend similar what to GOLD announce.<<<



Hi EKS.....

I'll take the increased dividends....Will also settle for a smaller increase in dividend, if a chunk of the the FCF can be shown to get AISC (all-in sustaining costs) per oz down....


Since I'm taking the longer term approach to Gold & PM's....I would like to see them ran/managed more in line with steadily increasing production/reserves....driving down AISC......Not chasing gold price spikes....


Any of you folks have a take on the whole Basel 3 / Gold thingy yet / how it tweaks dollar/gold relationship???


In April 2019, the Bank of International Settlements, located in Basel, Switzerland, re-designated gold as a Tier 1 asset, as part of the Basel III Norms

Thanks for any help!


dmv
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