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Wheels Group Inc GRFJF



GREY:GRFJF - Post by User

Comment by SkyeCairnson Feb 22, 2009 11:51am
345 Views
Post# 15796145

RE: Remember...

RE: Remember...MESSAGE POSTED by
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Anyone care to speculate about if,

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Last time Gold spiked most Gold companies did not fully participate as the their costs were holding them down. Diesel is big part of most gold companies and when gold spiked at 1k oil was well over $100. This time it is going to be quite different POG will be over 1k and the input costs will be low (e.g. Oil 30-40) so gold companies in general should perform better than the commodity. The GDX has over the last year performed less than GLD ETF and now it is time to catch up.

As for WGI it had its high in Jan 08 while Gold had its high more 2 months later. As for this year since WGI rebounded off its low it has repeatedly beaten GOLD although there may have been a day or two where GOLD performed better than WGI. Over the 6, 3, 1 month time frames WGI performed much better in part because we fell so far down.

In the short term we should follow POG upwards awaiting for the annual results in March where they will hopefully give us a indication of the success or failure on the new gold plan and give us some indication of the 1st quarter production level. Any offer from New Gold should give us a spike although I'd rather stick with our mine and our management.

GLTA
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