After seeing Murenbeeld's forecast for gold and the praise he heaped on Cohen for running one of the top performing funds of the year with the Strategic PM Fund and given the number of funds SGR has been funneled into under Goodman's control, I think they wait until gold is fairly valued in their terms and then shop it to Barrick. The current price in gold isn't anywhere close to where they believe it is going over the next 5 to 10 years.