Sprott Inc. · TSX:SII
Sprott — Non-Deal Roadshow (October 2007)
8 slides from Sprott's roadshow presentation, October 2007
Slide 1: Precious Metals – A Rare Opportunity
SPROTT GOLD & PRECIOUS MINERALS FUND Sprott Asset Management Inc. Precious Metals – A Rare Opportunity John Embry Chief Investment Strategist October 2007 FUNDAMENTAL REASONS TO OWN GOLD Alarming financial deterioration in the U.S. Global currency debasement Investment demand for gold is in ac
Slide 2: So Much for Higher Prices Increasing Mine Supply
SPROTT GOLD & PRECIOUS MINERALS FUND SO MUCH FOR HIGHER PRICES INCREASING MINE SUPPLY… Year Production (tonnes) 2006 2471 2005 2550 2004 2492 2003 2620 2002 2612 2001 2645 2000 2618 1999 2602 1998 2574 1997 2527 Source: GFMS. October 07 Slide 3 GLOBAL GOLD DEMAND IS ROBUST Second Quarter Gold Dema
Slide 3: Gold Held by the streetTRACKS Gold Trust ETF Has Surged
SPROTT GOLD & PRECIOUS MINERALS FUND GOLD HELD BY THE streetTRACKS GOLD TRUST ETF HAS SURGED Date Net Ounces Tonnes Value in US$ 20-Sep-07 18,554,432.70 577.10 13,625,333,288.83 19-Sep-07 18,554,432.70 577.10 13,451,998,663.44 18-Sep-07 18,504,990.69 575.57 13,223,840,914.58 17-Sep-07 18,257,778.62
Slide 4: The Fed Is Fighting Recession, Not Inflation
SPROTT GOLD & PRECIOUS MINERALS FUND THE FED IS FIGHTING RECESSION, NOT INFLATION How Times Change… Then: Now: The Federal Open Market The Federal Open Market Committee decided today to Committee decided today to lower keep its target for the federal its target for the federal funds rate funds rate
Slide 5: High Debt Levels, Meet Helicopter Ben
SPROTT GOLD & PRECIOUS MINERALS FUND HIGH DEBT LEVELS, MEET HELICOPTER BEN: “Like gold, U.S. dollars have value only to the extent that they are strictly limited in supply. But the U.S. government has a technology, called a printing press (or, today, its electronic equivalent), that allows it to pro
Slide 6: Fund terms and details
SPROTT GOLD & PRECIOUS MINERALS FUND THESE PEOPLE WISH THEY HELD GOLD INSTEAD… Source: Globe & Mail. October 07 Slide 11 SPROTT GOLD & PRECIOUS MINERALS FUND Investment Strategist: John Embry Type of Fund: Gold & Precious Minerals, Growth and Value Securities Offered: Mutual Fund Trust Units Launch
Slide 7: Fund Portfolio Positioning / Questions?
SPROTT GOLD & PRECIOUS MINERALS FUND SPROTT GOLD & PRECIOUS MINERALS FUND as at September 30, 2007 Portfolio Positioning Total AUM (CDN) $617 million Top 10 Long Positions % Total Exposure 35% Gross Exposure % Long Positions 99% Top 10 Short Positions % Short Positions 0% Total Exposure n/a Net Expo
Slide 8: Contact Information
SPROTT GOLD & PRECIOUS MINERALS FUND CONTACT INFORMATION Sprott Asset Management Inc. Royal Bank Plaza, South Tower Suite 2700 Toronto, ON M5J 2J1 T: 416 943 6707 Toll Free: 866 299 9906 F: 416 362 4928 Email: invest@sprott.com Web: www.sprott.com October 07 Slide 15 DISCLAIMER The opinions, estimat