notes on kentor from the gold symposium, page-70

Fair comments Stretchie, but I like my strategy of picking what I think are the best gold stocks with plenty of growth options.

I think what you described applies in general and to the larger cap stocks which are often fully priced and rely mostly on rising gold prices to go up in value.
NCM is a good example of what you describe. It often has more correlation to the all ords than to the POG.

I got into SLR a few months ago thinking it was way undervalued relative to its peers.
It's gone up 50% against a falling gold price.

KGL has plenty of catalysts coming up soon enough that it could double with a flat gold price over the next 6 months and quadruple in a year and a half, again with a flat gold price.
If the gold price rises strongly that will just boost my targets.

I don't buy the sector and hope for the POG to do the work for me.
I pick my individual stocks carefully and look for those with the best growth options and buy them when they are very undervalued.

I don't disagree with you in general though.