posted on Apr, 20 2013 @ 11:32 AM
the week old Slamming of Gold & Silver has driven the major gold producers to a re-analysis of their business model of mining operations
here to stay is the additional costs of a Permanent 'Premium-above-spot' which the leaned down, and size of mine specific profile will further
specialize different PM mining producers...
look for a major series of mergers.acquisitions and spin-offs of lesser developed mine operations by big miners like Barrick, Newmont (among others)
so that each operations Return-on-investment goes 30% higher and the company stock prices surge. ...(finally, after 12 years of rather putrid growth
compared to bullion spot)
i still need to rebuy 150 more shares of the 300 i redeemed at a good profit last years end... while gold/silver miners are smacked down to metal
prices that is very near equal to the cost of production right now...
It seems only the large silver & gold coin/bar providers are making any money on the slammed-down spot prices on PMs.... the Premiums i see have risen
from $2 per coin/bar to around $9.03 in one provider i have dealt with.
the restructuring of Gold-Silver producers and Major Miners is long overdue...
look for the underevalued miners to emphasize the Return on capital, to gain a % of the built-in Premium as a physical bullion holder in partnerships
with both governments and PM dealers, bullion banks that spring up in Asia-Orient in direct replacement of the London-NYC former PM cartel that lost
favor/trust with the world community
read & heed...or deny & cry
edit on 20-4-2013 by St Udio because: (no reason given)