Replies to post #9825 on Explor Resources Inc. (fka EXSFF)

[gharma]

I would not put much confidence in a count of mines slated to increase production. The projected change in global (ex-China) supply of new gold might be more meaningfully by looking at companies' projected production. That would help to take into account mine closures, or declining production due to grades dropping or volume/end-of-life rampdowns.
The challenge would be to get a representative sample of producers and near-term producers, including conglomerates or copper producers for whom gold is a by-product credit.