As far as being gold concentric and having all my eggs in it, far from it. Held NST for the whole run from under $1 and sold just before the Pogo acquisition - can't win them all!
I believe USD gold producers and near developers will perform best for the coming months and years so have positioned for this. Not going to write a diatribe why, who bloody wants to read that and I don't have the time + I've had my fair share of bad calls too (happy to admit it and anyone that doesn't is FOS).
What I will do is put up the gold companies I have in my resource portfolio and the price, you can come back ridicule them and do all the 'told you so' type stuff:
- RSG (Avg $1.16 and still accumulating, would like some around 80c and is my largest gold holding)
- EAR (14c might buy more)
- BGL (Avg 13c and have sold some recently, I'll keep the other half)
- Mystery company (accumulating), not entirely gold, $50m market capitalisation with intersections:
- 64m @ 2.3 g/t Au & 373 g/t Ag from 178m
- 30m @ 3.5 g/t Au & 382 g/t Ag from 146m
- 40m @ 3.5 g/t Au & 479 g/t Ag from 94m
- 64m @ 4.6 g/t Au & 537 g/t Ag from 214m
- 36m @ 4.4 g/t Au & 463 g/t Ag from 210m
- 66m @ 2.1 g/t Au & 158 g/t Ag from 196m
- 28m @ 3.4 g/t Au & 271 g/t Ag from 236m
- Drilling ongoing down dip...
Anyhow, give it 6-9 months and lets come back and see where it's all at!
All the best you despicable bear (joking).
SethD
RSG Price at posting:
$1.02 Sentiment: Buy Disclosure: Held
(20min delay)