Mark Dawson

Tim, Gold producers will also benefit as many have high fuel costs for extracting and freighting to their plant. So as long as they haven't hedged in at higher fuel costs they're likely to increase there profit margins. Not to mention that some of our gold producers are debt free and already producing bucket loads of yellow metal. This asset class will go into hyperdrive when investors realise that cash in no longer king.

Tim Boreham

Thanks for that Mark - further illustrates the point of the article