gold bull market - key insights from global gold in switzerland

© Global Gold Inc. All rights reserved. 1

So you own physical precious metals… Are you sure!?So you own physical precious metals… Are you sure!?So you own physical precious metals… Are you sure!?So you own physical precious metals… Are you sure!?Claudio Grass, Managing Director

Investor Conference “SafeCapital”, Ghent, 1st of March 2012

“We can not change the wind, but the sail can be set in different ways”.

© Global Gold Inc. All rights reserved.

Aristotle

Currency basket vs. goldCurrency basket vs. goldCurrency basket vs. goldCurrency basket vs. goldFiat currencies devalue vs. gold!

y = -0,0002x + 8,8436R2 = 0,97080,700000

0,900000

1,100000

1,300000


R = 0,9708

0,100000

0,300000

0,500000

0,700000

31.1

2.19

99

31.1

2.20

00

31.1

2.20

01

31.1

2.20

02

31.1

2.20

03

31.1

2.20

04

31.1

2.20

05

31.1

2.20

06

31.1

2.20

07

31.1

2.20

08

31.1

2.20

09

31.1

2.20

10

Currency basket (USD, EUR, CHF,INR, CNY, AUD, CAD)

Source: Erste Group Research, Ronald Stöfferle

Gold Price IncreaseGold Price IncreaseGold Price IncreaseGold Price Increase2002 - 2012


Source: World Gold Council

Gold Overall SupplyGold Overall SupplyGold Overall SupplyGold Overall Supply2002 - 2011



Overall Gold Supply 2011Overall Gold Supply 2011Overall Gold Supply 2011Overall Gold Supply 2011who are the players?



Gold Supply: MiningGold Supply: MiningGold Supply: MiningGold Supply: Mining



Gold Supply: Recycled GoldGold Supply: Recycled GoldGold Supply: Recycled GoldGold Supply: Recycled Gold



Gold Supply: Official Sector SalesGold Supply: Official Sector SalesGold Supply: Official Sector SalesGold Supply: Official Sector SalesCentral Banks became net buyers!



Gold Supply evolution in %Gold Supply evolution in %Gold Supply evolution in %Gold Supply evolution in %Official Sector finally disappeared!



Gold Overall DemandGold Overall DemandGold Overall DemandGold Overall Demand2002 – 2011 an increase of 21%



Demand in Gold 2011 %Demand in Gold 2011 %Demand in Gold 2011 %Demand in Gold 2011 %look at the investment side!



Gold Jewelry DemandGold Jewelry DemandGold Jewelry DemandGold Jewelry Demand2002 – 2011 decrease of 26%!



Gold Investment DemandGold Investment DemandGold Investment DemandGold Investment Demand2002 – 2011 an increase of 366%!



Gold Technology DemandGold Technology DemandGold Technology DemandGold Technology Demand2002 – 2011 an increase of 30%!



Demand in Gold Evolution in %Demand in Gold Evolution in %Demand in Gold Evolution in %Demand in Gold Evolution in %a clear shift visible!



US True Money SupplyUS True Money SupplyUS True Money SupplyUS True Money Supplyvs exponential growth rate?!


Source: Alasdair Macleod / www.financeandeconomics.org

US Funded Debt US Funded Debt US Funded Debt US Funded Debt Do you see the pattern!

10'000'000

12'000'000

14'000'000

16'000'000US Funded Debt (US$)

In Jan 2012 the debt was 14'764.2 Billion US$


Source: Budget of the United States Government

0

2'000'000

4'000'000

6'000'000

8'000'000

Jan

1946

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2012

In Jan 1946 the funded debtstood at 260.123 Billion

yearly average increase of 3.10 Billion

Parabolic phase still ahead of usParabolic phase still ahead of usParabolic phase still ahead of usParabolic phase still ahead of usis Gold in a bubble?

1200

1300

1400

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0

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1979

Bullenmarkt 1970-1980 Bullenmarkt 1999-???

Source: Erste Group Research, Ronald Stöfferle

What the Global Gold program offersWhat the Global Gold program offersWhat the Global Gold program offersWhat the Global Gold program offersSafety, convenience, efficiency – that‘s it!

A safe, convenient and efficient way to buy, store, sell, and/or


way to buy, store, sell, and/or deliver allocated bullion gold,

silver, platinum and palladium bars and coins in Switzerland.

Safety, convenience and efficiencySafety, convenience and efficiencySafety, convenience and efficiencySafety, convenience and efficiencyCovering all the important bases…

• Safety First…– Metals physically and completely yours– Physical products, investment grade bullion only– Storage in Switzerland, class A1 security– Fully insured and audited– A non-bank solution


– A non-bank solution

• Convenience next…– Physical deliveries within Switzerland or international at any time– All transactions can be promptly initiated without personal presence or original

documentation– In kind transfers are possible

• Efficiency too…– Fair and transparent product pricing – No VAT (Swiss Value-Added Tax)– Prompt, on-time processing – Swiss style…

Why Global Gold? Why Global Gold? Why Global Gold? Why Global Gold? What are your options?

• Mining shares?Mining shares?Mining shares?Mining shares?

• The “backThe “backThe “backThe “back----yard” approach?yard” approach?yard” approach?yard” approach?

• A safe deposit box?A safe deposit box?A safe deposit box?A safe deposit box?

• Online programs?Online programs?Online programs?Online programs?

• Other allocated programs?Other allocated programs?Other allocated programs?Other allocated programs?


• Other allocated programs?Other allocated programs?Other allocated programs?Other allocated programs?

• Paper solutions with claim status, or ‘digital’ ownership may work for some Paper solutions with claim status, or ‘digital’ ownership may work for some Paper solutions with claim status, or ‘digital’ ownership may work for some Paper solutions with claim status, or ‘digital’ ownership may work for some investors. Does it work for you?investors. Does it work for you?investors. Does it work for you?investors. Does it work for you?

– Bank metal accounts?

– Precious metals certificates?

– Mutual funds?

– Structured products: ETCs, ETPs, ETFs?

– The unallocated version of the Perth Mint Certificate?

10 reasons why Global Gold is 100% different!10 reasons why Global Gold is 100% different!10 reasons why Global Gold is 100% different!10 reasons why Global Gold is 100% different!A solid solution, particularly in the case of crisis...

• 100% non-bank!

• 100% direct, unencumbered ownership!

• 100% free of small-print cash settlement clauses!

• 100% high security storage!

• 100% insured and audited!


• 100% insured and audited!

• 100% physically stored investment-grade bullion coins & bars!

• 100% deliverable at any time!

• 100% tax-free!

• 100% competitive pricing!

• 100% Swiss!

A wide array of recognized formatsA wide array of recognized formatsA wide array of recognized formatsA wide array of recognized formatsSelection and pricing at www.globalgold.ch


Three simple steps to get startedThree simple steps to get startedThree simple steps to get startedThree simple steps to get startedReally, all you need to do is call your Program Partner…

1. Contact Global Gold or an approved Program Partner

2. Submit your Client Application Form

3. Place your first Purchase Order (min. CHF 50‘000)

– Complete and submit the Purchase Order and wire your funds


– Complete and submit the Purchase Order and wire your funds– Your purchase will be confirmed upon execution with a Transaction

Confirmation ; you can access all details online– When your metals have been delivered to and stored in the vault, you will

receive your first Storage Report ; you can access it online.

Congratulations! Congratulations! Congratulations! Congratulations! You now own precious metals, safely stored in Switzerland.You now own precious metals, safely stored in Switzerland.You now own precious metals, safely stored in Switzerland.You now own precious metals, safely stored in Switzerland.

Safe and Convenient – Even During a Crisis! That’s what makes Global Gold different


Questions & AnswersQuestions & AnswersQuestions & AnswersQuestions & Answers


GLOBAL GOLD AGGLOBAL GOLD AGGLOBAL GOLD AGGLOBAL GOLD AGHerrengasse 9Herrengasse 9Herrengasse 9Herrengasse 9

CHCHCHCH----8640 Rapperswil8640 Rapperswil8640 Rapperswil8640 Rapperswil

Tel. +41 58 810 1750Fax +41 58 810 1751

E-mail [email protected]

WWW.GLOBALGOLD.CHWWW.GLOBALGOLD.CHWWW.GLOBALGOLD.CHWWW.GLOBALGOLD.CH

Thank you for your attention!Thank you for your attention!Thank you for your attention!Thank you for your attention!


GLOBAL GOLD AGGLOBAL GOLD AGGLOBAL GOLD AGGLOBAL GOLD AGHerrengasse 9Herrengasse 9Herrengasse 9Herrengasse 9

CHCHCHCH----8640 Rapperswil8640 Rapperswil8640 Rapperswil8640 Rapperswil

Tel. +41 58 810 1750Fax +41 58 810 1751

E-mail [email protected]

WWW.GLOBALGOLD.CHWWW.GLOBALGOLD.CHWWW.GLOBALGOLD.CHWWW.GLOBALGOLD.CH

gold bull market - key insights from global gold in switzerland

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