Q: As a follow up, I believe SSRM has had a big landslide. Is it still OK to hold or would you swap it for ABX or PAAS?
5i Research Answer:
Such situations are very hard to call. It may be an isolated event and in the stock, or it may be emblematic of more problems. The company put out a statement this morning, but it did not provide any clarity. Nine employees are still missing. With a view to conservatism, we would prefer to swap it for ABX/PAAS.