amazing, page-23

' ..Could you please point me in the direction of a gold company with 60 to 70 million ounce's and a market cap under $200 million..'

The economics of gold, coal etc are far different than that of PGMs. Besides, there is the 'management' discount.

Point was that, in relative terms, NKP is worth less now than last week, especially if the world is indeed entering a period of low growth. PGM's are after all industrial metals. Ditto silver. Hence the relative poor performance compared to gold. Get it now?

PS my name is not Rodney, its a reference to a physical attribute.