gold stock portfolio (top 5), page-7

Surprised that no-one has thrown in PRU somewhere in the mix.

Not that I hold...I bought a swag of NCM under $19, and that's all the gold stock I need...but PRU seem to be defining quite a decent global resource, almost six million ounces or so ATM and growing...DFS is showing cash costs of US$350/oz for 206,000oz over ten years, and capex of about $140M.

They look like some pretty decent numbers to me, but, like I said before, I am quite happy with holdings in NCM, though if I were to look at something else, PRU would probably be it.