Ann: Carosue Dam and Thunderbox only - Reserves rise to 3.7Moz, page-40

Absolutely agree ... and I think this is only the beginning of the gold bull, precisely because there is no other asset that's as safe in this 'everything bubble' of stocks, real estate, etc - even art is overpriced historically. But consider the brutal corrections gold has undergone the last decade or so ... i mean, REALLY brutal ... I got caught in two of them and it was very painful ... people remember how sudden they were, and seemingly disconnected from fundamentals that were visible at the time - so I think everybody, including me, is a bit nervous right now, that some engineered selloff of gold futures and ETF's will blindside us once again. Sentiment rules .. always.
So I'm half in (EVN, SAR, RSG,PRU, WAF, SBM, GOR) and half cash ... waiting to see which way the wind blows...