From Newcastle Minerals forum on SH:

Have been doing a Serious

dart3212

amount of research into the price of gold. Supply, demand, the economics of the world that have impacts on the price of gold. The conclusion I have come to is the same as collodium sax and a number of other huge investment houses. I expect gold prices to move to the 1800/2000 an oz within a year.
What impact does this have on micro cap stocks. To put it bluntly the venture exchange is going to go nuts. Any company doing any kind of work on a gold property is going to get so much attention that the share prices may even go higher than I expect. Look for the venture exchange to move over 3500 within a year.
This happened once before, you could throw a dart ( pardon the pun ) at any company working in the gold patch and make barrels full of money. The trick is to buy early before the stamped starts in mid september.