notes on kentor from the gold symposium, page-67

Chuk I disagree with you, I think gold at the moment provides a much better growth strategy than gold shares and I'll tell you why.

There's not a whole lot of (investment grade) gold companies that have doubled twice, gold has done this in the last few years.

The HUI (gold producers index) is still held back despite gold being at or near historic highs.

While it's true that gold stocks SHOULD be revalued much much higher in coming years, the fact is they haven't yet done so.

So it would seem smart money is on the gold price and moving that higher. In fact if you look at the last really big price spike in the 80's, gold shares peaked AFTER the gold price did.

So you could look at having maybe 60% physical gold (via PMGOLD on the ASX) and 40% gold stocks, and then rotating back into general stocks and out of gold when the DowJones:Gold ratio approaches 1 again.

It only does this every generation and is going to offer spectacular returns for those that have the right balance and timing.

Still waiting patiently for my order at 10c to fill, i almost raised it today but I have to try and be patient. If there's a correction coming as per Murray Dawes predictions, then it's possible KGL could go lower but I'd be happy with another parcel at 10c.