think of the gold explorers as gold explorers with pick at...

think of the gold explorers as gold explorers with pick at shoulder, swag at head
in the goldrush,the smart money bought the beans for resale and sold the shovels or built a galvanised pub
or traded gold

lesson: buy the retailers,food companies,breweries
or the banks where the real gold appeared in this boom
not now though
not for a long time
now is the time to get a pick and a kombi
cheers