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Just discovered: The Pangaea Bond An invisible geological link that could push two ASX listed stocks 176% higher in 12 months Dear Reader, I'm Dr. Alex Cowie. My job is finding investors like you Australian resource stocks that can go up substantially over a very short time. It's a weird market to be doing this in right now. On the one hand the ASX 200 has punched through the 5,000 level. On paper, Aussie stocks are at their highest in five years. But on the other hand, someone forgot to tell the miners about this rally. The resource sector is a good 30% away from setting any five year records. The XFJ financials index — the banks, mainly — is now up 30.1% in 12 months, while the XMM Metals and Mining Index is DOWN by -12.6%. This is exactly the reason smart, contrarian investors should be buying resource stocks. The clearance sale is now on. Bargains abound. And I have identified what I believe are the two smartest mining stock buys on the ASX right now. Both have sold off big-time over the last three months. But as I'll show you, I don't have these miners marked as screaming buys simply because they're oversold (although right now junior gold stocks are at their most oversold in five years)...
Simply: these two stocks could set you up for massive wins, this year, regardless of what the wider market does from here on. I'm talking about run-ups like those from Syrah (ASX:SYR) and Sirius (ASX:SIR); both of which jumped from under 20 cents to three bucks in a terrible market in 2012. Sirius went up over 4,000% in five months. Or, more recently, Linc Energy, which soared 400% in three months. And this is not a small cap stock. The investors who made big bucks from the likes of Syrah, Sirius and Linc Energy in recent months shut all that noise out...and focused solely on small Aussie explorers on the cusp of becoming global superstars. That's how I'd describe the two stocks I'd like to introduce you to today. And it's all due to something called 'The Pangaea Gold Bond'. Sit back and I'll explain... Introducing 'The Pangaea Gold Bond' In 1915 a geologist called Alfred Wegener discovered an ancient 'supercontinent' called Pangaea. It looked like this...  (Source: THS Earth/Space Science) By discovering the idea of tectonic plates, Wegener learned that 90 million years ago Pangaea separated. This created two new continents — Africa and South America. You can see in the graphic above where the two continents used to fit snugly together. When these continents broke apart they handed down a lucrative leaving gift. This gift is the reason I'm writing to you today... See it's common knowledge now that when Pangaea broke apart it left vast OIL resources, often located more than 2000 metres below the ocean floors, on both sides of the Atlantic. Oil companies have been exploiting this Pangaea Oil Bond for five years now. And investors like YOU have been making triple-digit gains from it too. But here's something most people don't know... Plate tectonics didn't just gift us vast resources of oil and gas when Africa and South America separated...
Look, this is a rip-roarer of a story. Because it's following the exact same script as a similar boom that changed the oil and gas industry overnight a few years ago. A massive new oil frontier opened up, and if you already had shares in the companies exploring it you could have made massive gains in months. If I'm right it could be about to happen all over again...only this time with the discovery of a vast new GOLD frontier. To understand how ordinary investors like you can benefit, we need to go back to a discovery made off the coast of Ghana in 2007... A TRULY Golden Jubilee Seven years ago a small explorer called Tullow Oil started a search for new reserves off the Western coast of Africa. And in 2007 the company found what it was looking for...  Source: www.erm.com Here, off the coast of Ghana in West Africa, Tullow discovered the Jubilee oil field. 1.8 billion barrels of untapped crude. That's enough to pump 120,000 barrels a day into the global oil market. To put that in perspective: That's $13.2m A DAY in oil revenues at today's prices. If you'd owned Tullow Oil shares on the day of this discovery you would have made 169% in 12 months... and 227% if you still held them today. Tullow Oil could have rested on its laurels. But its geologists wanted to test a theory:
What if another untapped 1.8 billion barrels lay waiting where South America once fit snugly into Africa's Bight of Benin? So Tullow Oil crossed the Atlantic and began a second search. And in 2010, the company hit the jackpot a SECOND time... "An absolutely vast discovery..." What I call the Pangaea Bond theory led Tullow Oil here, to Cayenne, the capital city of French Guiana...  It's in the sea above that Tullow proved the Pangaea Bond theory to be FACT. The company found ANOTHER monster oil find with 1.5 billion barrels in place. It was a twin to Ghana's Jubilee field. Tullow called its new discovery Zaedyus. And the strike lit up the entire oil market. Tullow Oil immediately released a statement:
Look, monster discoveries like this don't happen every day. In fact these days they are EXCEEDINGLY rare. The discovery of the Pangaea Oil Bond changed the energy landscape overnight. Minor countries suddenly became petro-states. Shares in Tullow Oil were already on the rise since the Jubilee find in 2007. After the discovery they went up another 61% in six months. Next door in Suriname, a former Dutch colony that sits between Guyana and French Guiana, Murphy Oil was looking for crude. After the twin was unearthed its shares went up 33% in six months. Even Japan's massive Inpex Oil and Gas, who happened to have a few scouting operations in the area, saw a share price jump 27% in six months. But it was the SMALL companies carrying out survey tests in the area that could have made you triple-digit share gains in 2011/2012.
Of course, that's all done and dusted now. The Pangaea Oil Bond is no longer mere theory. The basins have been opened up. And the discovery has been priced into the stock of every company within spitting distance of the Zaedyus field. I'm not writing today because I've found another formally conjoined oilfield... I'm writing because: A NEW Pangaea Bond Play is Setting Up in 2013
What is it? And why do I have it pegged as the single most promising big-money punt on the entire Aussie share market for 2013 and 2014? I'll explain... A few years ago it was the OIL between Sierra Leone and Ghana that was making companies and investors rich. Today there is a new West Africa boom...this time in GOLD. New discoveries mean West Africa now has the potential to become one of the top five gold-producing regions in the world, according to Wood Mackenzie mining industry analyst Jonathan Leng.
Just like 2007, the secret lies in the region's unique geology, which you can see to the right. The region is scattered with Birmian granite-greenstone patches just like this one. It's recently been found that this kind of terrain is FULL of gold. As you read this, miners are scouring areas in northern Burkina Faso, as well as in Mali and Ghana, to find these high-grade gold veins. Analysts reckon average land holdings in the region could hold as much as two million ounces per gold per mine. In other words... If you own stock in an explorer and it finds even an AVERAGE-sized deposit, the company you own a part of is suddenly sitting on over three billion dollars of gold in today's prices. I have identified what I believe will be the region's stand-out performer in 2013 and 2014. It's an ASX-listed company. You'll hear all about it in just a second. But listen carefully here because the West African gold rush is NOT the centerpiece of this story. In fact the West Africa play I'm going to let you in on is just a bonus. Both Ghana and Mali are already on track to join the ranks of the world's top gold producers in 2013. It's exciting. Big gains are still to come if you get in now. But the West Africa gold story is known. It's not new or fringe. But think about this for a second... 'What if the Pangaea Bond Theory applied to gold as well?' What if the same sedimentary rock features that are producing an abundance of high-grade gold in West Africa... exist, undiscovered, in South America as well? It's a fascinating proposition, right? If the oil theory applied to gold too... and you pick the right companies that are testing the theory now... you stand to make every bit as much money as investors who owned the right stocks before the oil link between West Africa and South America was discovered. In fact MORE money is up for grabs. The oil price actually went DOWN from $110 per barrel to $95 a barrel at the same time the Pangaea Oil Bond stocks I quoted were going up. For reasons I'll show in a second, I expect a rising gold price tide to lift most gold explorers in 2013 and 2014. The Royal Bank of Canada has proclaimed West Africa to be THE 'key engine of potential supply growth for the gold-mining industry.' So to the billion dollar question... Does this region have an UNDISCOVERED trans-Atlantic twin? Does a 'Pangaea GOLD Bond' exist? And if so, is there a company like Tullow Oil that is leading the charge in unlocking a vast, game-changing new gold resource in 2013? The answer is 'yes' to all three. And that brings me to the first Aussie stock play I want to tell you about... PANGAEA GOLD BOND PLAY #1 An ASX-Listed Stake in the Coming 'Guyana Shield' Gold Rush In recent months a small cluster of gold explorers, mostly North American companies, have been scouring an area called the 'Guyana Shield'. Before the Atlantic separated them, this geological structure was once joined to West Africa too. A new breed of explorers has been trying to verify if the same gold-rich greenstone rocks fuelling the West African gold rush exist underneath the jungles of Northern Brazil. It turns out they do. In fact the Guyana shield in 2015 could be host to as many large, high-grade bullion deposits as West Africa now. I believe the Aussie company I've found is ahead of the pack. But if you want in, you need to join this hunt without delay. When it was discovered that the Greater Jubilee area off Ghana could be repeated on the other side of the Atlantic...the stock gains happened lightning-fast. Most of the biggest, fastest price gains occurred within 6 to 12 months. By then more players move into the region, more geological info enters the public domain, and any stock with a foothold in the area has its deposits ALREADY priced into its stock. With the gold bond discovery in Brazil, that's not happened. But it probably will soon. Things are starting to move faster. For instance there is a mine near where the company I want to tell you about is operating... 8 Million Ounces Found HERE  This little wedge in the rainforest is the Rosebel mine. It's in the South American country of Suriname, the region directly next to the one the Aussie company I'm going to introduce you to is mining. Now I realise this looks like a fairly incongruous patch of brown earth in the middle of lush, green rainforest, with a few sheds on it. But what you're looking at here is a MAMMOTH untapped gold resource. In fact, over 8 million ounces of gold are already known to be buried under this cleared land. And when plans were announced to expand the Rosebel mine in August 2012, shares in the mine's owner - Iamgold Corporation - soared 51% in three months. Look, this is not a small cap. Iamgold is a $6.1 billion gold producer! When you see moves like that in the industry's biggest hitters, you pay attention. So as an Aussie investor you need to ask several questions... Is There an Aussie Explorer in this Hunt? What chance do they have of making a 'monster' gold find? And are they small enough to produce not just double but triple digit gains if their hunt through the South American rainforests is successful? I've already helped readers of my newsletter enter and then exit an early-stage Pangaea Gold Bond play. The Australian owned, Guyana-based company Azimuth is still active in the region. But we've exited the Azimuth trade with a 60% gain because I think there is a BETTER candidate to play this trend in 2013. This Aussie company is sitting on a HUGE deposit that's the mirror image of those being mined in West Africa. How big? Five million ounces. If all goes to plan this Aussie explorer is about to begin a 10-year mine life, with an average production rate of 150,000 ounces a year over a decade. You need a very large deposit to fuel this level and duration of production. In fact it's an elephant when you consider the size of the company that owns it. They have a market cap of just $750m. For context, Australia's Newcrest Mining is a gold producer with a market cap of $18 billion. These are the kinds of deposits only now being discovered by small explorers on the South American side of the Atlantic. It gets better though... In fact this is hot off the press, and makes this company one of the best gold stock buys on the planet for 2013... This Aussie miner has just proven the Pangaea Gold Bond theory a SECOND time. They've unearthed a SECOND massive gold deposit in Brazil. The drill results were only released in January 2013. And so far they've been breathtaking. The Highest-Grade Gold on the ASX These brand new results have produced the highest grade gold resource on the ASX. More drilling is planned, and I can't wait to see what is comes up with. Of course, when it starts producing...and how much it will produce...are the big, unanswered questions. That makes this a share trade with a high level of risk. But the deal-clincher for this stock is an unusual and potentially very rewarding 'insurance policy' for early investors: You see, this mine produces iron ore as a side product too. This is unusual for a gold company. But it's great for them — you see it means they can use the profit from selling their iron ore to bring down the cost of gold production to around $400 per ounce. When you consider most companies of this size are looking at costs closer to $800, you get an idea how profitable this mine will become when it starts producing. This exceptionally low cost is amongst the most attractive on the market. It ensures great profitability – if their gold deposit is as large as the firm says It covers you against any set-backs the company might come up against (remember, this is the riskiest and most unpredictable business on the planet). It even gives you a margin of safety in case the gold price defies logic and pulls back. But believe it or not, even that isn't the best reason to invest in this firm. I've been holding that back. You see, the beauty is that, just like Tullow Oil, This Company is in Pole Position on a Treasure Hunt that's Only Just Begun... Soon, more and more miners will hop across the Atlantic to stake their own claim in the Guyana Shield. This company is already there. It already has a massive 2,500 square kilometres of licenses. That's the equivalent of TWO New York Cities. I repeat: this is not a punt for the faint-hearted. But let me be clear about what's on the table here: If you want a stock that gives you the same kind of action early gold investors had in 2006 and 2007 in West Africa, this is your candidate. Now I can't give you the name of the stock in this report. If I do someone's going to post it on YouTube, and that wouldn't be fair to readers of my newsletter, Diggers and Drillers. You can get the name of this stock by taking a 30-day no obligation trial though. You're not locked into anything. I'll refund your subscription any time inside that first 30 days if you don't like what you see. To start your trial, click here. I'll be blunt. If you're interested in investing in resource stocks and want an edge, Diggers and Drillers will give it to you. I can't promise or guarantee that I'll get every recommendation right. But I CAN promise that over the course of the next twelve months, you're going to get every single one of my best ideas...and that each idea is capable of being that ONE stock that gives your portfolio a big boost. You'll also be able go back over the last 12 months (and even the last three years) to see what stocks I've recommended that are still rated as 'buys.' So how do I FIND these buys? What I do is travel the world and do the kind of in-depth investigations desk jockeys in the brokerages would never consider. I'm a 'rock kicker' by trade. My job is to think outside the box... something those stuck inside the structures of funds and investment banks are prohibited from doing. My goal is to uncover future stats not yet covered by the mainstream. The subscription fee I charge is tiny. But my readers pay it on the understanding that when I go to these countries to find stories the mainstream press isn't reporting, I don't come back and share them with everyone. If you want the name, the buy price and my full research dossier on this first Pangaea Gold Bond play, you're going to need to become a subscriber. Take a No-Obligation Look at My Tips As I said, I've arranged a way for you to do it without risking being locked into a subscription. You can get secure access to the name of this company — and ALL the companies on my buy-list — for the next 30 days. It's a 100% no obligation trial. If — for whatever reason — you don't want to remain a subscriber, simply cancel within 30 days. You will receive a full refund, no questions asked. Just CLICK HERE to start this trial now. And here's the thing... The Pangaea Gold Bond stretches from the North Eastern tip of South America to West Africa. And I have found another Australian company operating in West Africa that controls an almost-mirror image of this Guyana Shield play... You'll get the full low-down on this next company too by clicking here and initiating your trial now. If you need a little more time to decide, sit back and let me tell you a little more about these guys... PANGAEA GOLD BOND PLAY #2 The 'Monster' Twin in War-Torn Mali Now with war going on, West Africa is making news for all the wrong reasons right now. But this second Aussie company is a smaller, rougher nugget than its twin counterpart in Guyana. I reckon it's a stunning buy, and I'll explain right now. It's looking for gold in Mali. Yes — Mali is hardly the most stable place to be looking for gold right now, but bear with me. These guys are tough as nails... a real explorer's explorer. As I'll show you, the prospects for owning this stock in 2013 are pretty much ALL or NOTHING. First things first, this company is looking for gold in the exact same type of greenstone deposits as the last South American gold play we've been talking about. And these guys are already sitting on a pile of gold big enough to make a leprechaun's eyes water. 4.2 million ounces discovered so far. The amazing thing is it got to that 4.2 million with drilling that's barely scratched the surface. That's already enough to feed a plant producing over 200,000 ounces a year for ten years. But that 4.2 million ounce resource was put together using just 10% of the drill results. And this Aussie explorer has just started a HUGE 100,000 metre drill program for 2013. More results from the lab could drive a serious jump in the resource figure — and the share price — this year. So a successful drill campaign could turn this into one very long-life project in 2013. Drilling so far has only tested 2kms of the 8km long target. With a huge maiden resource, plenty more ounces waiting in the wings, and a massive drill program queued up, to me, this is the most exciting gold explorer anywhere in the world. Put it this way — if it can define a 4.2 million ounce resource from just over 5,000 metres of drill results...then what kind of resource could it define from 150,000 metres of drill results? OK, so if you've been following the news lately, you'll already know why I say this is an all or nothing punt.
France's President Hollande has sent forces to the Ifoghas Mountains to fight the al-Qaeda-affiliated in the Islamic Maghreb (AQIM) group. The fighting is winding up. Hollande said on January 28th: "This is the final phase of the process since it is in that massif [the Ifoghas Mountains] that AQIM forces have probably regrouped." Still, these rebels have tried to extend their power towards where this miner is operating. And they may do it again. The good news is that could scare away more timid investors for the time being. That means even if we get some successful drill results in the months ahead, the story will remain under the radar for longer. This is a classic case of a great exploration project in a risky area. It's not unusual to see this because often the easy projects are knocked off first, leaving those in more challenging areas. The bottom line is this: if there is even moderate success in drilling this year, this small cap could become one of the most promising gold exploration projects not just on the ASX, but in the world. But if the unrest spreads to the South West, you may see this company go into defensive mode. These Are the Risks You Face Chasing Triple-Digit Gains from Aussie Gold Explorers Look, I'll assume if you've come this far you know the risks, you're not planning on investing all of your retirement savings on these stocks, but you've had your interest piqued and you're at least considering a calculated flutter. If you've got capital to spare in a true-blue modern day treasure hunt, you shouldn't waste any time on it. You should learn more about these companies, and if you're sold on the stories like I am, you should get your broker on the phone or go online and buy them without delay. Click on this secure link and you'll be granted secure access to all my research on a no-obligation basis for the next 30 days. You'll get my full research on both of my 2013 Pangaea Gold Bond plays. Plus secure access to the names of all the other stocks on the Diggers and Drillers share list for the next 30 days. All you need to do is click here. If — for whatever reason — you don't want to remain a subscriber, simply cancel within 30 days. You will receive a 100% refund of the small subscription fee, no questions asked. Click here and you're away. What you'll quickly see is that the key to making money in this area is thinking for yourself. Don't buy into the mainstream line of where the market is heading. But at the same time don't be contrarian simply for the sake of it. It's an honest, boots-on-the-ground approach that has served my readers well in a tough market. At the start of last year, when all the talk in the energy space was about shale gas and solar, I got my readers into an old fashioned oil exploration stock. It's currently up 59% in 12 months. We had gainers in 2012 including 53%, 27% and 14.7%. Our star performer ended 2012 up 175%. I also helped my readers avoid carnage by completely avoiding iron ore stocks that year. I said iron ore's market dynamics looked like an oversupply was brewing. So I kept iron miners and those attached to them OUT of the Diggers and Drillers portfolio. And the Market Has Shifted Once More... The iron ore price has rebounded strongly. As you watch this, much of the capital that escaped from the horrendous fallout in iron ore in 2012 is looking for ways back in to the market. This is a sea change I'm hell-bent on helping my readers exploit in the coming months. Last year most mining small caps were smashed. Already this year we've witnessed a bit of recovery, and even seen a few boomers amongst the small caps. Linc Energy has doubled since the start of the year on news of its new shale oil find. Rox Resources has jumped 500% on some nickel results, and Azure is up 250% on some copper results. The two gold plays I've shown you today also have the potential for massive gains. In fact they might well be the two best shares I've recommended this decade. To find out what these stocks are, click here to start your trial. Test everything out for 30 days. Claim your subscription back IN FULL inside that time if you're not into what I'm doing. Within minutes of signing up, you'll get all my research on the two Gold Bond Plays I've been talking about. Then, every month, you'll receive your Diggers and Drillers issue via email. What you'll get first and foremost is what I believe is the single-best resource stock on the ASX to buy that month. More than that thought you'll get a unique peek at what's going on behind the scenes... stuff you just won't across in company PR statements and analyst profiles. Sometimes that means I'll get on a plane and travel into the jungle to spend days on-site. Sometimes it means getting face time with a CEO or head geologist and prizing out of them what's really going on. On a trip to Peru in 2011 I hitched a ride in a military chopper to get to a gold project... It was either that or a 12 hour ride on the back of a donkey.
Stuff that often hasn't leaked into the public domain...or the share price. That's the goal anyway. I don't always succeed. But that's my job, and I love it. And I also help you manage my recommendations. A broker is happy to tell you what and when to buy...but not so keen on telling you to sell. I'll give you an advised EXIT point on every trade. On a trip to Peru in 2011 I hitched a ride in a military chopper to get to a gold project... It was either that or a 12 hour ride on the back of a donkey. As far as I know, you simply won't find the kind of straight-to-the-source mining stock analysis, advice and tips anywhere else in Australia. Click here and I'll introduce you to the Pangaea Gold Bond; a double-play that I think has massive potential in 2013. I'll also give you 55% off the first year price if you accept my invitation today Arrange your obligation free trial today and you'll get the chance to become a full member of Diggers and Drillers, and take advantage of all of the opportunities I've described here at more than HALF-OFF the regular rate. Instead of the $298 others have paid, you'll pay just $134 for a full year of my research. Look, despite what you may have read in the mainstream press, it's an extremely exciting time to try your hand at resource stock investing. The market is revving up again. You can see it in the performance of the smaller miners already this year. And you can see it in the Diggers and Drillers portfolio. In mid-January a Kenya-based energy play on my share list soared 19% in a single day! Join me today and you'll learn all about big-money trade for 2013 — two outstanding Pangaea Bond plays sitting on opposite sides of the Atlantic. You'll get the company names, the ticker, the buy up to price, the stop loss level and the target price. Plus, of course, background research on these two treasure hunters that you won't find anywhere else. You'll also get access to my 'Strategic Mineral Hit-List', including one stock that has bolted 214% in the last 7 months. And you'll get a fresh new take on where China is going in 2013...and a stock linked to the China comeback that is loaded with potential to soar at least 260%. To join the treasure hunt, take up your trial subscription now. Regards,  Dr Alex Cowie Diggers and Drillers
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