[But as soon as pog will go up again so will the f!�"cking Rand!]
I don't agree. The political situation in SA has significantly changed. The currency fundamental position and the market state of the rand has changed. Whereas there's still some anti-correlation between the dollar and rand, when gold rises again likely in conjunction with a weakening of the dollar, the rand will not strengthen much at all. As long as gold holds its current level a weakening rand is leverage to DROOY in contrast to non SA golds.
Further small point: every trade money flow is positively diverging from price and the near term divergence is equivalent to $3 DROOY. The long term flow is at the same level that it was a year ago or so when DROOY hit $4. This major positive divergence is extremely constructive.