NAK/NDM – this article just appeared on Bloomberg – see the excerpt talking about NAK

Midas Fund’s Winmill Turns Gold Rise Into 83% Return on Miners

In January, Winmill predicted gold prices will average $1,200 an ounce (31 grams) during the first quarter and increase to $1,500 by the end of the year. Gold rose 24 percent last year. This year, it dropped 2 percent to trade at $1,072 an ounce on Feb. 10.
Among the miners that meet Winmill’s investment test is Northern Dynasty Minerals Ltd. The Vancouver-based company is developing Alaska’s Pebble gold and copper project in partnership with Anglo American Plc. Shares of Northern Dynasty, which is 20 percent owned by Rio Tinto Group, rose 124 percent in 2009. This year, the stock rose 3 percent to trade at $8.52 on Feb. 10. “They’ve got experienced, well-capitalized partners who really know how to get the ore out of the ground,” Winmill says.