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To: Paul Shread who wrote (61922)12/17/2002 10:49:35 AM
From: yard_man  Read Replies (1) | Respond to of 209892
 
wasn't looking at the chart -- they sell gold in USDs and incur costs in Rand -- narrowing means reduced profits, but rising POG will take care of that -- also -- for the same divvi paid in rand, if the rand is stronger, holder of the ADR gets more.

I wouldn't worry about holding SAs, but it is good to diversify within the sector as well as outside of it ...