While its been said before (disconnect between gold and gold...

While its been said before (disconnect between gold and gold stocks), thought this article from the Australian today would be of interest.

http://www.theaustralian.com.au/business/mining-energy/miners-stocks-slip-as-gold-price-soars/story-e6frg9df-1226211729530

An extract,

"When you look back in history, you will say this was a buying opportunity," said John Wong, a portfolio manager at CQS Group's New City Investment Managers in London and lead manager of the $US200 million ($195m) Golden Prospect Precious Metals, a fund holding gold and silver stocks. "It's like a coiled spring."

Cheers, vaga