Article: All that's gold does not glitter; South African mining.(South Africa's uncertain gold future)

At today's prices, South Africa's mines barely make money

LAST year should have been a great year for gold-mining companies. And for some it was: in dollars, gold was fetching about $410 an ounce a year ago, way above the $250-or-so low of February 2001. It soared briefly above $450 as November ended, and even now, after a rapid slide, is still about $425. Fine if your costs are in dollars. But what if they are in rand?

That was a different (and sorry) tale for any gold-miner in high-cost South Africa. After a dim 2003, the gold price leapt to just over 3,000 rand an ounce in mid-January 2004. But as the rand soared--from about seven to the dollar in ...

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