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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: Follies who wrote (174940)	7/16/2021 1:14:27 PM
From: TobagoJack	Respond to of 220494

I see that all miners are weak, but am guessing DRD is stronger than all miners even allowing for the civil war ‘risk’, because it is DRD and difficult to argue w/ dividend flow that ought to be re-rated up, but for the political risk which I consider decorative. Should S Africa in the unlikely case go the civil war / failed-state route, I imagine few from Africa, and none outside of Africa would take the side(s) of the rebels. I doubt the S African army would need kinetic help against whomever inside of S Africa. The army shall simply do its job and keep the peace, by kinetics if needed. The current government has more legitimacy than the previous lot headed by Zuma, and the army appears professional and clean. Who can know. I am just guessing. I added to my DRD wager, in that I doubt DRD will get to 7.5 per share on 18th Feb 2022, and so I took an advance distribution from the gold bank of 0.40. Am prepared to up my wager should 10 be breached from topside. The implied volatility is high at 55+%. The nearer term options have large bid/ask gap and cannot be executed at mid-price. IOW the fear is genuine, the best kind.