In short: Gold miner highlighted in the Dec-2 MHM alongside Wesdome; has "recovered a much more modest amount" than Wesdome, from $2.70 to $2.82. Part of the rebounding, long-hated gold-miner basket.
New Gold is a smaller gold-mining company that Hay grouped with Wesdome as part of the rebound in long-hated miners. He notes it has bounced only modestly so far — from $2.70 to $2.82 — so it's an earlier-stage recovery name in the basket rather than a standout like Wesdome. The thesis is simply that the whole despised gold-miner group is turning, and this is one of the cheaper, lower-profile ways to ride it.
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