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Thursday, December 08, 2011

Why generalist funds should look at gold equities now


Why generalist funds should look at gold equities now

 CONCLUSION: this chart shows two things: 1- you cannot make the argument anymore than gold equities are trading at a premium, yet it is the only commodity always trading on a positive contango ( should trade at premium). 2- Gives more reasons for gold producers to buy copper/base metal plays.
 
 

Source: BMO Capital Markets

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