us$ 950, page-11

OMS on needs to balance the books always - bullion gold + gold stocks (which provide better leverage to the POG) - but choose carefully.

Also Gold producers and explorers need shareholder support to continue to supply.

So therefore producers with Cash, little or no debt or at the least debt secured.

Sovereign risk is higher than previous - given possible ramifications of the on-going crisis and possible country financial risk or civil unrest IMHO.