My gold favourites?
Gotta have exposure to the unhedged heavyweights: NCM and LGL
Plus healthy holdings of the likes of OXR
And a good swag of up and coming PNA
80% weighting to my unhedged heavweights.
And there are plenty of others with good prospects to choose from.
That said ... when a sector is hot is always pays to get onto the 'blue chips' of that sector as they will attract big capital from here and o/sea.
Good luck.
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