Mar 27 2025 59 mins 34
It’s a gold day today.
From M&A to production woes, we covered it all in the show, picking apart the intricacies of Gold Fields approach for its JV partner Gold Road, as well as were the suspected production downgrade will leave Bellevue.
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(0:00:00)Introduction
(0:01:29)Setting the Gold Fields-Gold Road scene
(0:04:18)GFI's strategy
(0:14:52)Valuation
(0:25:47)What next for Gold Road
(0:38:26)Bellevue's potential downgrade
(0:44:05)Are the problems short-term?
