CoinMiner

The World's Top 10 Gold Miners by Value

How is this for an exercise in frustration: try to find an accessible and transparent 10-q or equivalent financial statement for Zijin.

Might as well be looking for the company environmental and safety programs...

Paulson & Co Hedge Fund Files 13G on AngloGold Ashanti

Possible Paulson also forecasts a higher Rand down the road, based on his AU and GFI holdings. I had just sold KGC last week and hoped to buy back (already hold/own GFI). Suppose I'll add AU to the due dillgence plate as a possible substitute for KGC, although I like the CAD and AU dollar from here (and all other 'production country' currencies)...

Barrick Gold: A Hedge Against the Dollar and Inflation

Chris, Nice analysis.

One thing I have noticed is that ABX managed, since the Lac Minerals days, have made very shrewd moves based upon company reserves and properties. One thing they have had more difficulty with is accurately 'guessing' the future price of gold.

i.e. their hedge book history. They are now in the position of 'winding down' losing bets when they could have benefitted from this recent upsdie in price of gold.

Hence, another play is to focus on the obvious ABX targets, based upon previous takeover history and patterns, before actual takeover announcement.

This tack has also worked for me regarding potential KGC takeovers.

Both KGC and ABX have manged their takeover targets remarkably well. In part the mining sector has an easier time of merging mining operations than other sectors/industries.

U.S. Treasury Owned Gold: What Can It Buy?

The BIG LEAP of FAITH is making a book value of $44.22 per oz gold into $950 oz gold.

Treausry Department has not provided an audit of the gold deposits since the 1960s.

As it is, we have taken out $950 credit based upon $44.22 deposits.

The more true analysis is debt divided by verified oz gold in holdings.

The difference is "Full faith and credit"!