I, and I suspect others, find your position confusing Red. All the hype and ramping then an overnight conversion and all doom and gloom. Now we are getting regret posts. I think your investment in Sandfire quite sound but you do realise you can also hold some AVB concurrently??
It sounded like you had $200K or so to invest why not stick a third in AVB...you know...cover all bases.
In commodities I'm betting on Zinc (IBG) and Cu (AVB) and Gold specs (BLK) ...note non producers. In gold producers hold SBM RSG PRU and NCM. Much more fun and spreads the risk around.
Just my opinion of course and probably not worth much as I lost $40K on DML
AVB Price at posting:
7.0¢ Sentiment: Hold Disclosure: Held
M
