Anglogold have a solid business producing plenty of oz made more efficient in recent times. Not the best AISC going around (can't go past PRU/WAF) but solid turnaround in cash flow in the past year which looks like it will continue.
Yes, NST/EVN/SLR all good mid to large cap options....once the gold market turns they will all run, but in the past run-ups AGG has provided me with the best % share price gains, in part because of its low amount of shares trading on the ASX. I can't see why it won't do it again. I am simply sticking with what has worked for me in the past.
PS I also hold the others mentioned
AGG Price at posting:
$5.26 Sentiment: Buy Disclosure: Held