international speculator

One More Company

Aussie-listed Sino Gold (ASX.SGX, A$7.70), an emerging China gold producer, is certainly a company that has shown that it can do business in China, as it has succeeded in putting the 4.6-million-ounce Jinfeng gold project into production.

It seems to have plenty of upside left, with more projects already in its pipeline, and looks to be a good candidate for coming out on top in the coming consolidation wave. So it could be a profitable pick, especially for Aussie subscribers.

However, we’ve not met with management, nor seen any of their projects. With a market cap of A$1.4 billion, there’s plenty of room to get hurt, so we’ll want to kick the tires on this company harder before being able to recommend it.