Only one account. Nothing to do with AVB.
Fact based... depends on definitions. Explorer to producer... I don't really see that in BLK... brownfields isnt really explorer to producer... in my books it's a producer rehashing lower grade material in an attempt to maintain production.
As for stocks I'm in; I'm mostly interested in green fields exploration. S2R MLX GOR as good examples of what could run hard. There are a number of others with quality staff that I keep a close eye on... eg MTH and then there are the mothballed producers... MCR and other bass metal companies. I missed the boat on coal with Stanmore and WHC, although I watched them go up... kicking myself.
Keeping an eye on this Wiluna mine... loads of gold there, just need to process it successfully.
Good luck to you all.
Ann: Change in substantial holding from HHL,HHL-BLK.AX, page-30
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