Banro Corp. fka BAA

[jt6455]

https://www.caseyresearch.com/articles/these-three-developments-say-new-mine-supply-is-peaking

"Four Ways This Will Impact Gold Investors
Because future gold supply will reverse trend and fall for many years, there will be significant long-term consequences for investors—most of which are positive if you’re already positioned. If demand continues at anywhere near its current pace:

The price of gold will be forced up by this factor alone. This is irrespective of other catalysts, such as a rise in inflation. In fact, imagine an environment where inflation spikes simultaneously with a supply crunch.

Bullion will be more difficult, and expensive, to obtain. Delivery times will be longer, rationing is a possibility, and premiums will undoubtedly be higher.

Selling during a supply crunch will return much of the premium you paid. So, under certain circumstances and with certain products, you will be paid at spot and even above (especially for silver). This adds juice to your returns, and will increase your ability to maintain your standard of living. And since only 1% of North Americans own any bullion, there will be plenty of customers.

The majors will need to replenish their production. And since many have drastically reduced their exploration budgets, there’s only one other way to get it: buy it.

M&A activity will heat up at some point. One easy way to make money this year will be to own the most prized gold projects that a major wants to buy."