reading between the lines, page-10

In digging into the website of "Laguna Bay Capital Management", I liked the following paragraph against Tim Bigg's name (Non Executive Chair):

"Tim has a preference to real asset investing and focuses therefore on the resources sector. He has visited each and every of the BRIC countries along with many of the periphery in order to visually verify commodity demand. The investment approach of Laguna Bay Capital is uncomplicated. Identify the underlying commodity with be best 5+ year fundamentals. Shortlist the management teams with the best historical performance producing the specific commodity. Become and equity partner with those operators/managers."

LBCM have recognised the potential of Minemakers. Why else would they now have 4.6%.