diversification, page-3

Hi Jacomo.

If you are looking for a similar 'turnaround' story to NGF I think two companies that would be worth looking into are NGX and BCD. Both are producers and both are coming of the back of significant downgrades over the previous few months. With a higher gold price and some better mine performance which looks to be on the cards, perhaps their fortunes will reverse. I have a small holding in NGX and will possibly be looking to add some more and some BCD down the track, depending on what the market does to my existing holdings.

However these are higher risks. If you are looking for more established profitable but possibly under rated gold miners I would recommend RMS or TRY and I am of course invested in both of these companies. However there are a number of companies that could be considered worthwhile.

Regards