Ann: East Coast Roadshow Presentation, page-9

Personally lm hoping for a stock market collapse. Gold will be the big winner. Maybe it sounds counter productive given l hold all my gold exposure in equities (Red5), but this is how l rationalize it. All equities will take a hit in any major sell off as panic selling sets in. Any producing gold miners with a good balance sheet and proven reserve, will quickly rebound as smart money looks to preserve its capital, buying up select gold miners in stable counties at historically cheap prices. There aren't a whole lot of contenders, so those that fit this general criteria, will rebound to much greater heights than before the broad market sell off. lnvestors will be looking for quality stocks with minimal down sife risk. If Red 5 doesn't fit all those criteria, lm a monkeys uncle. Happy to hear variations on this. Red5 for me is a five year invesent rather than short term trade.