Our guest today on the Morning Mail is Evans and Partners Research Analyst Cathy Moises.
Cathy has updated her forecasts on Saracen Mineral Holdings Ltd post meeting with company Managing Director Guido Staltari. We discuss the company’s progress with their gold production, and their current intentions with respect to further exploration. Cathy provides an update to her valuation.
Cathy’s monthly publication The Ore Zone was released this morning. While there has been no changes to company recommendations over the last month, Cathy has changed her model portfolio. We discuss this change and also identify the company that Cathy views as offering strong upside over the coming 12 months.
