via Financial Post - Money Managers Stockpiling Mining Stocks

GBN.H aught to consider that wrapping up their contortions of corporate law and running a business instead would be favourable to attempting the same during a stock market rout. Money managers ravenous for yield are overlooking the possibility of a currency and debt-related crisis.

GBN.H needs to start somewhere, and will not get everything they want 'in one go'. This is as good a time as any to make a start with yields in decline. The bond market will not simply 'pop' as some contend and thus is a requirement for higher gold prices.

But the way to compete is via robust dividends, and not necessarily relying entirely on alpha.

http://business.financialpost.com/news/mining/not-sustainable-at-all-investors-stockpiling-miners-in-spite-of-soaring-share-prices

-F6