I spent the last 10 minutes on the calculator comparing SAU's...

I spent the last 10 minutes on the calculator comparing SAU's market cap with some of the miners that I've had the pleasure to own. These were all screaming buys at one point too. I sold out a little too early on all of them, however, I find SAU the most compelling value at the moment and I don't want to make the same mistake (selling too early) with this one. After all - I believe gold prices will be multiples of where they are now, at some stage soon. Furthermore, we will get an associated mania in the PM stocks if I'm right about the POG.

ASX Market Cap. SAU multiples.

SLR. 264 Million. 24x
GOR. 520 Million. 47x
DRM. 310 million. 28x
NST. 2800 Million. 255x
SAU. 11 Million. 1x

All of these companies are great in their own rights and still represent good/ great value - especially if the GP rises. Where they don't have great value - is when you compare their respective valuations relative to SAU (IMO). I'll take 47 SAUs for one GOR anyday (entire companies - not shares of).