Obviously, you'll have to do your own DD, but the Stratagold/Victoria Gold/Kinross play is interesting. Dublin Gulch, and Strata's African assets, have a high leverage to POG because they aren't as high a grade as others out there -hence the reason I haven't to date invested in Strata, and hence the low sp.
Here's the rub: Kinross is Victoria's lifeline. Victoria Gold wouldn't dream of this one unless Kinross fully approved. This has all the earmarks of a stealthy Ty Burt move. Kinross has a very similar deposit to Dublin Gulch in its' Fort Knox mine.
Apart from that, I'm praying for a pullback in NFR.V, but not too sure it will happen.
MR