When I invested in ABX this year there were 3 data points that did not exist that have hurt ABX
- Gold shipments stopped by Dominican customs. The DR gov't is pounding on ABX to renegotiate the agreement. ABX must resolve this issue and quickly and find some win-win resolution. There's been no press release on the talks. How ABX can mess up custom forms is very odd and incompetent but resolve the issue now.
- PL environmental issues. I read that ABX was being fined but it was small potatoes and then the hammer came down from Chile. Sigh.
- PL title issues. What's up with the noise they don't have clear title? I find this incomprehensible that ABX can invest 8-10B without rock solid title. Again, there's been no press release on this issue.
At the April 24th GM I expect these 3 topics to be at the forefront of a very heated and angry SH base and I would very much like clarity on atleast topics 1 and 3. #2 will hopefully be resolved (some day) by the 2 Chilian senior exec hires.