Gold and mining investors should watch Franco Nevada Chairman Pierre Lassonde's presentation at last week's Denver Gold Forum.

Denver Gold Show Presentation of Pierre Lassondre

Lassonde believes the mineral exploration sector needs and will see a technological breakthrough like 3D Seismic's revolution of exploration for oil and gas. He thinks the commodity super-cycle has at least 5-10 years left, and would bet "a lot of money" that the Dow:Gold Ratio reaches 2:1 over the next 10 years, implying a 4 fold increase in the gold price from today's levels in relation to the Dow Jones Industrial Average.

Here's a link to the 21 minute presentation.

Hat tip Quinton at EI for sharing.