Quite interesting reading LSG's Investor update dated on the 16/11/05 to the UK institutional investors.
If you go through the report and go to the last bit of the report you will see where LSG thinks we are on the economic clock and the "mega cycle". They believe we are at 10 o'clock where 12 o'clock is presented as the "crash". They believe the best for gold sector is yet to come and are predicting a gold "eurphoria" over the coming months.
I hold LSG.
LSG
lion selection group limited
