The jewel in the crown is, of course, Solomon Gold (LON:SOLG), which is still my very strongest pick even after the massive gains to date. It remains in a class of its own, with exploration now almost fully funded for what looks likely to prove to be, after 2-3 years more drilling, a copper-gold resource many times larger than that discovered so far.
At present it is the growing size of an eventual tier-one mine that investors concentrate on, rather than the prices of either commodity, whose fluctuations meanwhile will only have a limited effect on the shares. For the record, at current prices, the ‘value’ of SOLG’s gold in the ground is about the same as its copper.