GOLD ANALYSIS

Gold ETFs stand to gain as bigger investors look to gold as an alternative currency

Wednesday , 10 Mar 2010
As investors focus more and more on sovereign risk issues so gold stands to gain

Yesterday's Top Story: Gold guru Lassonde says exploration innovation can lessen threat of peak gold

Wednesday , 10 Mar 2010
Franco-Nevada Chairman Pierre Lassonde does not believe peak gold is imminent. However, innovations in exploration technology are critical to keeping gold mining viable as a sector.

Gold: setting up for its next move to the upside?

Monday , 08 Mar 2010
Expansionary monetary policies, exploding national debt and global currency devaluations, are creating a very favorable scenario for the price of gold.

Gold is the standard!

Saturday , 06 Mar 2010
Midas Letter publisher James West believes gold is the store of value everybody resorts to when times are rough. Interview with The Gold Report.

Will the real Yamana Gold please stand up?

Thursday , 04 Mar 2010
Founded in 2003, Yamana does everything to ignore its blessing of copper, a wonderful cash-generating metal, with demonstrable uses.

Gold good and silver due a big bounce - Brien Lundin

Thursday , 04 Mar 2010
The gold rally that began last fall and drove the yellow metal through $1,200 doesn't seem to be panning out the way the rallies of 2005 and 2007 did says Brien Lundin. He hasn't lost hope but, he is a bit worries about this runs' breakout. Interview with The Gold Report

Gold entering period of rising prices as currencies depreciate

Thursday , 04 Mar 2010
Despite some apparently poor fundamentals, gold could well be set for a further rise this year as investor sentiment remains strong.

The song, dance, bad fever, of gold stocks

Wednesday , 03 Mar 2010
That Barrick name popped up, amid the aroma of a three Windhoek draughts, Africa's finest lager.

For Big Gold, 2009 was a good year

Monday , 01 Mar 2010
With wiped faces, is it time for major gold companies to start focusing on shareholders?

Do we really want $5,000 gold?

Friday , 26 Feb 2010
What does $5,000 gold really mean? Perhaps social chaos and, if so, who really wants that?

Will she won't she? - China's gold dance

Thursday , 25 Feb 2010
First the rumours are that China won't buy the IMF gold, then there are equally strong rumours that it will. If China or India, the other rumoured buyer, don't cough up does it really matter?

Newmont unleashes some old fashioned charm

Thursday , 25 Feb 2010
A relatively scintillating performance for 2009 restores some confidence in the notion that gold miners can produce genuine free cash flows, in this case, USD 1.2bn.

Gold: A picture tells a thousand words

Thursday , 25 Feb 2010
The net long dollar position on Inter continental exchange is 150 times the six-year average; CME Euro is heavily oversold

Listed gold stocks lose their mojo

Wednesday , 24 Feb 2010
Prices are back to year-ago levels, and in some notable cases, to levels first seen in 2003

India again seen as likely buyer of more IMF gold

Wednesday , 24 Feb 2010
With India's gold holdings still lagging other major economies, it is said to be closely watching the gold market for other buying opportunities

Gold shrugs off bearish news and continues to build firm support around US$1100

Monday , 22 Feb 2010
In times of monetary crisis, gold is the best insurance you can have

Peak gold theory gains impressive adherents

Monday , 22 Feb 2010
In his latest Basic Points analysis, global market strategist Don Coxe suggests investors maintain a high exposure to gold and gold miners whose production comes from politically secure areas.

Gold shows great resilience in the face of adversity

Saturday , 20 Feb 2010
The gold price has recovered very quickly in each case from two successive announcements which were seen by some as marking the end of the gold bull market.

African Barrick Gold - how to raise a quick billion

Friday , 19 Feb 2010
African Barrick Gold should capitalise at USD 4bn, minimum, supplying Barrick with a cool billion for selling a quarter stake.

IMF Gold Sale - Don't panic

Thursday , 18 Feb 2010
A little context to the IMF announcement

IMF gold sales - price downturn a "one or two day wonder"

Thursday , 18 Feb 2010
Thoughts on the latest IMF gold sale announcement suggest only a temporary, and small, gold price setback.

Gold demand continuing to rebound, but with a subtle change

Thursday , 18 Feb 2010
The single biggest gold supply-side driver in 2009 was recycled gold, while weaker jewellery and industrial demand were offset by significantly higher levels of investment. There have been interesting shifts between the activities of different subsectors of the "investor" component, however.

Dispelling gold myths. Mined gold output rose in 2009 and India still No.1 consumer

Wednesday , 17 Feb 2010
The World Gold Council's latest statistics show a reasonably balanced gold sector despite fall in physical demand in 2009, but fundamentals are not the main gold market drivers at the moment.

Gold and Silver; the beauty and the beast

Monday , 15 Feb 2010
As gold weathers (just) yet another bout of risk aversion, silver has retained its well-deserved reputation for volatility - but how has it stood up to gold in the longer term?

Gold shrugs off market noise to end the week marginally higher

Monday , 15 Feb 2010
As the currency crisis continues in the European Union, gold trades sideways with an upward bias.