SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Gold/Mining/Energy : Blue Chip Gold Stocks HM, NEM, ASA, ABX, PDG -- Ignore unavailable to you. Want to Upgrade?


To: Mike M2 who wrote (42712)4/16/2013 12:37:22 PM
From: cmg1 Recommendation  Respond to of 48092
 
A consolidation of the miners would be the next shoe to drop. Many, many will go out of business imo.



To: Mike M2 who wrote (42712)4/16/2013 12:44:19 PM
From: Zincman  Read Replies (1) | Respond to of 48092
 
With a turn to paper gold for exposure, one could argue for peak gold mining and a reduction in oz's poured.

Don't know enough to make that call but on the periphery, a case might have merit.

In situ valuation might too adjust.



To: Mike M2 who wrote (42712)4/16/2013 1:32:04 PM
From: Webster Groves  Read Replies (1) | Respond to of 48092
 
Your assumption is that COMEX will deliver the physical.
That's so 1990's.

wg