I think the consolidation in Gold has showed the weak from the strong. Stocks like NST,SLR or BDR (which i own) show good management still allow for share holder returns.
Too many pipe dreams on the market from as mentioned CVR, RED, FML etc etc... Will MYG be one ? I think the main factor now is dilution. What terms are we going to get with finance and will there be any left for drilling ? Or do we have to wait until 2014. Production won't start until 2014.
That is a given.
Anyway - Silver stocks will outperform when the next leg begins, whatever that is..
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