All these companies are cheaper than buying gold out of the ground. In their quest for a gold backed yuan they'd save a lot of money buying all the mins than trying to accumulate a tight gold supply. Go where there is no demand and own the gold in the ground.
look at the dividend here and at GORO for example. you are buying near the bottom and getting paid very well to watch. i can't see much if any risk buying at these levels given the price of gold imho is not going below 1585(if it spikes down) for a very long, long time. yes, it might go a little bit lower, but the upside is so strong the conviction is to buy on any dips and take an early summer vacation. 6 months out and you will be very glad you got in here.