sequencing of events, page-9

Its very interesting to note that the "ASX value" on gold stocks is a lot different to some other investor groups. I have touched on this before.

There is one group/company, which has a lot of money behind it , listed on the Singapore exchange, which is stealthily investing in undervalued ASX Gold stocks...building nice positions, including 100%, and getting a premium for each such investment made.

http://liongoldcorp.listedcompany.com/misc/slides_080113.pdf

These guys list the opportunity they see in the Junior sector being due to ...

cost and time over runs on projects
discovery and production gaps
general market risk adversity


add to this

chase of yield paying stocks with dependable cash flows
unusual trading on the ASX

and...

hence they purchase undervalued stocks in a manner which minimises distortion on ASX mkt (slow and steady). They list some criteria, which are interesting, but there are some other criteria which would be a lot more leverage.

The company has 5.5 m ozs Resource spread out on 3 continents....(some is a bit ratty, but lets not worry about this)....of which 0.9 m ozs is reserve...and they have a $1b Mkt Cap....very nice...

Going to be interesting to see how this builds, and what it might mean to companies like AMX, GRY....

So its not just the big end of town who will be doing the calling of shots, me thinks. There are other smart investors, thinking a little outside of the box, who do value gold long term, who have the weight of money...

One to watch...