Agnico Eagle and Kinross have both recently increased their dividend despite problems and writedowns each is undergoing. Very obvious to me that these companies and others like them will have to go to the market and bid for ounces to just stay even, nevermind grow.

http://business.financialpost.com/2012/02/16/agnico-eagle-boost-dividend-despite-loss/?utm_source=dlvr.it&utm_medium=twitter

http://www.winnipegfreepress.com/business/kinross-gold-takes-hit-on-tasiast-writedown-but-increases-dividend-139396403.html