Good thread, SP and SD Hamilton's article is spot on .Gold...

Good thread, SP and SD
Hamilton's article is spot on .
Gold shares , in relative terms to physical gold , ebb and flow , but the catch up is dynamic when it happens --AND ITS ABOUT DUE AGAIN!
When you digest Hamilton's article , and consider the Cup and Handle chart thread on physical gold , then it highlights how strong this move in gold shares could be .
Gold price at $A925 + and #Euro 550+ appear to be now almost stabilized as support levels.
Market fear for a general equity collapse presently holding the gold shares move temporarily in abeyance .US FED and market forces now working overtime to prevent deflation /recession in the US , and their actions will go into overdrive as the most critical period for Sub prime rollovers / credit squeeze/ deriviative issues accelerates into March/ April / May 2008 --further pre emptive action needed beforehand Jan / Feb 2008.
Sets the stage for a significant move in the goldies , as we see if the pre-emptive moves prevent recession/ deflation , but inflation on utilities and consumer staples moves into overdrive.
Avoca and Dominion should be in the stable of mid tier goldies , and add Atlantic (ATV ) ,Chesser ( CHZ) and Alkane ( ALK)to the juniors .
Cashed up juniors with aggressive drilling programmes and approaching the Feasibility / Production stage are the place to be be , when the action starts.
Iintegra , Alkane ,Atlantic and Chesser are four with reasonable market caps , that seem to be right "in the sweet spot " for a further re-rating .
Igr and Alkane have other "credentials"going for them as well
IMHO --but DYOR