PS...as you know, my personal business focus has expanded to the rolling platinum mine, aka catalytic converter PGM recovery, in a small, duplicatable footprint. I absolutely love it, have worked out the kinks, and published a new kit devoted strictly to C/Cs. However, that is NOT not the point of this PostScript, just setting the context for you.
This is:
The outlook for noble metals (as a "credit" from high quality nickel deposits (another base metal)) is also quite stellar.
The clean air standards here in the US by 2007 are quite stiff to put it mildly. However, my ongoing research this week has pointed out what upcoming expectations are for the continent, and the Pacific Rim.
I expect this to translate into gold coattails' effect that may not stop at the conservative $750 gold level for this cycle that you posted by 07/08. But my entrails devination for PGMs is not the only reason I suspect PoG will exceed your number by the timeframe you are looking for.
Again, the difficult part will be chosing from the universe of equities to play that premise, be it yours or mine. I'm studying Roulston's latest "no brainer" in this regard. No gold component that I can see, but, he does have a track record according to some that makes looking at his "picks" as a starting point for some investors...
You have any particular investment vehicles that ring your bell in the nickel going forward, or the PGMs going forward that may or may not have a gold component? |
