ramping up to 2.5m ounces of ag, page-52

There aren't many stocks that I own for a trade, many times I sell to raise money for what I hope is a better position but I am always trying to get that perfect hand of growth stories in strategic sectors. Have not had a hand like that for a few years now, but I am noticing a few companies lately that have actually made it to that critical cash flow positive stage and the market has been slow to reward. That is just too tempting for me.