Finex 10 burlington house london
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FINEX ’10 Burlington House, London. 28 th October 2010. Equity indices vs gold price. 2. Equity indices vs the gold price (YTD). Value of in-situ gold - selected markets, Jan & Oct 2010. Cost of discovery of gold resources (Jan 2010) vs value (Oct 2010).

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FINEX ’10 Burlington House, London

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Finex 10 burlington house london

FINEX ’10Burlington House, London

28th October 2010


Equity indices vs gold price

Equity indices vs gold price

2


Finex 10 burlington house london

Equity indices vs the gold price (YTD)


Value of in situ gold selected markets jan oct 2010

Value of in-situ gold - selected markets, Jan & Oct 2010


Cost of discovery of gold resources jan 2010 vs value oct 2010

Cost of discovery of gold resources (Jan 2010) vs value (Oct 2010)


Value of in situ gold selected markets explorers only

Value of in-situ gold - selected markets (explorers only)


Theoretical gold explorer resource profile with exploration

Theoretical gold explorer, resource profile with exploration


Theoretical exploration company three markets three values

Theoretical exploration company (three markets, three values)


Value of total exploration oz w r t the gold price jul oct

Value of ‘total’ exploration oz w.r.t. the gold price (Jul-Oct)

TSX

ASX

London


Value of inferred exploration oz w r t the gold price jul oct

Value of ‘inferred’ exploration oz w.r.t. the gold price (Jul-Oct)

TSX

ASX

London


Value of indicated oz w r t the gold price jul oct

Value of ‘indicated’ oz w.r.t. the gold price (Jul-Oct)

TSX

ASX

London


Value of measured oz w r t the gold price jul oct

Value of ‘measured’ oz w.r.t. the gold price (Jul-Oct)

TSX

ASX

London


Conclusion

Conclusion

Rising gold price environment

Falling gold price environment

Buy Australian ‘inferred’ exploration oz

Buy London or TSX ‘indicated’ and ‘inferred’ exploration oz

Buy Australian ‘measured’ exploration oz

  • Buy London ‘inferred’ exploration oz

  • Buy Australian ‘indicated’ and ‘inferred’ exploration oz

  • Buy London ‘measured’ exploration oz


Ben bernanke

Ben Bernanke

“Like gold, US dollars have value only to the extent that they are strictly limited in supply. But the US government has a technology called a printing press that allows it to print as many dollars as it wishes at essentially no cost"


Alan greenspan

Alan Greenspan

“But I see inflation as the greater future challenge. If political pressures prevent central banks from reining in their inflated balance sheets in a timely manner, statistical analysis suggests the emergence of inflation by 2012; earlier if markets anticipate a prolonged period of elevated money supply.”


Finex 10 burlington house london

Twin deficits led to…

A weak dollar and rising oil prices, which led to…

Inflation, to which…

The authorities reacted by raising interest rates, which caused…

A financial crisis, which…

Halved the Dow and…

Threatened deflation, to which…

The world’s monetary authorities reacted by adopting an excessively stimulative monetary policy, which…

Led to inflation (albeit on a different timescale).

In both the 1970s and the 2000s….


Finex 10 burlington house london

US CPI, 1965-2008


Revised assessment

Revised assessment


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