Joshua Rails's questions to GOLD leadership • Q4 2024
Question
Asked if management sees costs continuing to stabilize, which would lead to margin expansion and potentially attract generalist investors back to the stock, given the company's large, low-cost reserve base.
Answer
Management agreed with the premise, stating that costs are being managed and they are forecasting a decline in sustaining capital needs. They believe their focus on 'bulletproof' assets, shareholder returns without dilution, and a strong balance sheet will eventually attract long-term capital back to the stock as the value proposition becomes undeniable, especially in a high-risk global environment.