October 27, 2008 was the gold mining sector’s Black Monday, the day nearly every stock hit rock bottom. Hindsight makes it plain they got caught in the violent deleveraging that sucked down every equities market in the world.

While gold had a big run-up in price during the three-month stretch that ended in late February, the yellow metal has subsequently dropped back a bit, as have the prices of the leading mining shares. If anything, however, the reasons for gold bullishness have intensified.

Let me start off with a morsel of clarification. I don’t hate gold. I own it, or more accurately, an interest in gold via gold mining shares.

It’s a quick task to keep an eye on large-cap gold mining. Just a handful of companies sport market values above $10 billion. Near the top is Goldcorp.

I got a call from our man in Bougainville” say’s emerging markets expert Manraaj Singh, “I’ll get to the rest of the story in a minute. It’s a long story. But worth telling…because shares in this company are set to take-off.

There’s gold in the mountains of China…And this company is drilling the hills…This is definitely one to watch…

Today, I’d like you to imagine a hot-dog business. After buying your cart, permits, insurance, hot dogs, buns, and condiments, you hit the street. You sell hot dogs people will happily pay $2 for. Let’s say it costs you about $1.50 to produce a hot dog, so you’re making a gross profit of $0.50 per unit.

‘Check out the new Harmony uranium venture. It’s looking interesting…’ My ears pricked up. It is the most positive thing I have heard from any of my contacts in South Africa for a good few months. As I told Erin, it could not be more up-to-the minute, having both uranium and gold!