Perhaps Sheep might know a little about this one (gold mining play). He just posted on Sheff's board that he puts a portion of his profits into metals.
He stated "I am a bit of a gold/silver bug and I always put a portion of my profit into my gold/silver IRA and physical metal to hold."
From following his solid postings, he might be the "man ...err sheep, errr wolf" to ask for an opinion (I can't PM yet - will probably up to a paying account soon).