NCM newcrest mining limited

margin explosion, page-19

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    Hey Sydneyguy, I have a core portfolio and also a little trading portfolio just to give me some cash flow, but sometimes my short trades end up being longer than I would have liked. I am still very bullish on gold but do not hold any physical, I only hold gold equities and to date it seems that equities have certainly underperformed the metal which in my opinion is overdue for a reversal. What's your thinking on this?
 
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