i wont dismiss it but that would be a hell of a opening....

i wont dismiss it but that would be a hell of a opening. Airguide tend to align themselves with strategies that can and do over 1000% in a year. That's why they only align themselves with 2 or 3 maximum a year.
Was speaking to ML last year as it was looking to be a nickel play then, but he didnt find one and nor did I. (i entered my best pick but left after several months as I couldnt see anything spectacular, plus high capex likely.) That soon changed as we have seen.