Among the gold companies we cover, Zhaojin Mining stands out for its superiorproduction growth and low production cost.
More importantly, it has built a track record in low-cost expansion throughexploration and acquisition.
We also like Zijin Mining for its cheap valuation and Philex Mining, which has the potential tocreate value by spinning off its petroleum business and restarting its Bulawan mine.
http://www.zerohedge.com/article/standard-chartered-three-factors-will-drive-gold-5000
http://www.scribd.com/doc/57833659/In-Gold-We-Trust-061411
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