Gold & Precious Minerals
November 3, 2010
Inside this Week:
• Gold ETFs stealing equities premium
multiples? p. 1
• Supply and Demand p.10
• Commitment of Traders Report p. 12
• ETF Holdings p. 13
• Gold Equities Relative to Gold p. 14
• Historical Valuation Charts p. 15
• NAV Sensitivity p. 17
• Forward Curves p. 19
• Comp Tables p. 20
Last Week Share Performance
C$/sh % Chg
1 ECU Silver $0.75 11.9%
2 Silver Wheaton $30.01 8.2%
3 New Gold $7.82 8.0%
Bottom Performers
1 Canaco Resources $3.00 -8.3%
2 Exeter Resource $5.81 -3.6%
3 Minefinders $8.72 -3.3%
Year to Date Share Performance
Top Performers
1 Canaco Resources $3.00 466.0%
2 Andean Resources $6.38 165.8%
3 Nevsun Resources $5.76 127.7%
Bottom Performers
1 Jaguar Mining $6.83 -42.2%
2 Gammon Gold $6.85 -41.0%
3 Rubicon Minerals $3.84 -23.2%
Last Week - Metal prices and Indices
% Chg
1 Gold (US$/oz) $1,357 2.3%
2 Silver (US$/oz) $24.91 5.4%
3 S&P/TSX Gold Index 3,404 2.7%
C$/sh % Chg
