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Gold/Mining/Energy : Blue Chip Gold Stocks HM, NEM, ASA, ABX, PDG -- Ignore unavailable to you. Want to Upgrade?

To: Wade who wrote (30181)	8/2/2011 5:42:34 PM
From: TheSlowLane	1 Recommendation Respond to of 48092

Excellent... I’ve just come back from a meeting where a very large UK allocator said they’ve had their portfolios short gold, actually short gold for the last 18 months. Then I went to another one, again very large private bank in the UK and they told me they had cut from 6% to 4% their holdings in gold over the last ten months. So for my mind there is no participation. The market is going to be higher over the next four months. The market is making it very difficult, it feels like it is going to make that move with not many people on board.

To: Wade who wrote (30181)	8/6/2011 9:53:39 PM
From: TheSlowLane	Respond to of 48092

The audio of that Ben Davies interview is now available here: kingworldnews.com He said that after taking money off the table in January (about 1/3 of their stock positions), they have started buying juniors again over the last four weeks.