John Mauldin is loathe to really recommend heading into anything...

John Mauldin is loathe to really recommend heading into anything strongly, so I was interested to read today his comment:
"But the currency I want the most if I am a central banker is that barbaric yellow relic, gold. Just as India has recently bought 200 tons of gold, I think central banks in other emerging nations will want to buy more, too. They all have relatively little gold as a percentage of their reserves. Look for that to change."
It his observation is true, we just need to know if NGF is the company to benefit most from a rising gold price.
Me thinks its a high cost producer on the cusp of almost doubling its productio, recently backed to the tune of $40mil, soon to get a new MD and possibly losing a costly hedge. Gotta be worth some consideration?