This week’s links include Bloomberg on Vietnam’s sand shortage, Baker Steel on the outlook for gold miners, a profile of investor Graham Duncan, Reuters on plans for Vietnam’s Ministry of Public Security to take a majority stake in FPT Telecom, 3D Investment Partners’ presentation on the issues facing NSSOL in its efforts to maximize corporate value, and East72 on the aircraft leasing market and the case for Aviation plc.

• Bloomberg: Vietnam is running out of sand to fuel an economic boom.
• Baker Steel: Gold above $3,100/oz, but are miners just getting started?
• Colossus Review: Graham Duncan – How a maniacal focus on people led to incredible returns.
• Reuters: Vietnam’s public security ministry aims to take majority stake in FPT Telecom, document shows.
• Business Wire: 3D Investment Partners releases investor presentation highlighting issues preventing NS Solutions from maximizing corporate value.
• East72 Dynasty Trust: Write up on Aviation plc and the aircraft leasing market.