http://opinion.financialpost.com/2013/04/24/a-new-gold-ballgame/
So why would a company like SGR or LSG get hammered in share price when they sit inside a friendly country that isn't about to seize their assets? There should be more value attributed to a resource that is not in danger of the goverment of the day deciding to change the policies every couple of years.
Or is it that some analysts are like tin pot dictators and can make or break you with the stroke of a pen or press of a key on a keyboard.
As far as I can see, there is no difference. They all have agendas that are not inline with shareholder value.