| Dear Reader, The big gold companies have gotten a lot of attention lately. But, as you’ll see here, the little guys have been largely ignored… I think that’s about to change. In a bull market, investors place high earnings multiples on the leading stocks in the sector. Over time, this puts pressure on the larger companies to come up with growth options. There are only a few ways for a big gold company to get even bigger — even in a gold bull market. You either grow production organically. Or you acquire it by buying smaller companies looking for gold or developing a resource. Organic production is going to get harder and harder in a Peak Gold world. You can’t just click your fingers and produce it. That means acquisition-led growth is the only option for those under pressure to ‘do something’. This is made easier by soaring share prices. High share prices give management and the board a cheap currency with which to acquire growth. And when a sector is hot, it’s easy to raise money. This scenario is good for the target company. But not so good for the acquirer. That’s because it represents a transfer of risk. The smaller, risky gold junior gets a takeover offer. It’s absorbed into the larger company. And if you’re already a shareholder in the smaller guy, you can potentially see massive price gains, and very quickly. So THAT’S the strategy in this whitepaper. I want to give you a handful of potential takeover targets that I believe could benefit from the resumption of the secular gold bull market. To be clear, I’ve selected these stocks because they are all interesting in their own right. Their success or otherwise doesn’t wholly depend on a takeover offer. But they are all well placed to receive one if the gold boom really picks up in the future. We’re going to roll the dice on these FOUR. Am I qualified to give these gold recommendations? Well, that’s something you’ll have to decide for yourself. But here are some kind words from some of my readers... ‘I’m sure I’m one of many who enjoys reading Greg’s emails and I hope it continues to flourish. His advice is usually incisive but more importantly he goes to great lengths to justify his recommendations.’ George ‘I like that you cover different underlying trends and base your picks on the fundamentals with upside opportunity if it plays out. Not a goldbug/techead/divi diver/potstocker but happy to cover each - normally out of favour stocks with solid financials, these will suit longer term investors who can wait for the trend to kick in again. Keep up the great work Greg it is appreciated.’ Wayne ‘Crisis & Opportunity is in my opinion a great advisory service. So far I have profited on every stock I had chosen from Greg's recommendations. I highly recommend.’ Juraj ‘I have been a subscriber to C&O for over a year and have found Greg's weekly and monthly updates to be first rate. Importantly they have also enabled me to profit. In particular the cool headed analysis of major market movements have been most appreciated.’ Carl ‘Greg provides a unique investment service, combining good analysis of fundamentals as well as the charts in support of every recommendation, which brings a humility to the style that few in the industry demonstrate! C&O recommendations have made a substantial contribution to my portfolio returns and it's one of the few services I trust implicitly after many years of investing, to the point where if time poor I will invest first and read later.’ Name withheld by request The humility the last subscriber describes is essential if you want to be consistently successful over time. Hubris is a PORTFOLIO KILLER. And I'm certainly humble enough to say I could be completely wrong with this Peak Gold thesis. It's happened before and will happen again. But I’ve also put an extraordinary amount of due diligence into this theme. I know gold. And I feel in my bones that it's time to make a bold move. Are you game? Then read about my four potential takeover targets here... | Regards, |  | | Greg Canavan,
Editor, The Rum Rebellion |
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