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IS YOUR VIEW OF PETER HAMBRO MINING BOOSTED BY THE GOLD RUSH?

<strong>CHARLIE GIBSON </strong> EDISON RESEARCH<br />The update is good stuff and is in-line with what they outlined in terms of full-year goals. There are no details on costs but those will come with the interims in about a month. I think the stock is still a &lsquo;Hold&rsquo; for now, unless you believe the gold price is going to continue to rise, as the share price has risen a lot in the last few months.<br /><strong><br />DOMINIC O&rsquo;KANE </strong> LIBERUM CAPITAL<br />This provides further confidence the firm may finally be delivering on its ambitious production targets. We <br />continue to view the company&rsquo;s valuation as anomalous given that it has now de-leveraged, raised production guidance and has forgotten iron ore projects. In our view this is a standout &lsquo;Buy&rsquo; in the precious metals space.<br /><strong><br />IVOR PETHER </strong> ROYAL LONDON ASSET MANAGEMENT<br />The firm is on a low rating verses the other London miners, so you can certainly see a relative-value argument for buying the stock. But we&rsquo;re sticking to more mainstream holdings and see more value in the diversified miners. I&rsquo;m not particularly a fan of gold, but I would certainly <br />consider Peter Hambro if I wanted gold exposure.