RE: Any Suggestions?That kind of optionality play was very popular in 2003-2004, but the subsequent performance of the companies that supposedly provided high leverage to the price of gold was very poor. The problem was that prices paid for materials, machines, fuel, and labor rose just as fast as the price received for gold The best stock market performance has come from companies with low cost operations because they have translated the rising gold price into rising cash flow and profits. So the kind of project you described is not likely to be a good investment in an inflationary environment, but would do well in a chaotic environment where the global economy remained weak and people lost faith in all governments and currencies.
Having said all that, you might want to have a look at Simmers and Jack.
Companies like MVG have big resources of uneconomic gold, but they are so far from production that there's not really any valuation argument for investing in the stock, you just have to hope that it will get caught up in a gold mania.