The Brains Trust, page-6610

hi Lobelia
I have to say our NST. it is moving with the gold price and really coasting here. longer term should rerate with the cash they are making and the divvies coming through now

i have to say the shorter term on nst lacks the capital gain we had from the 66c

so my focus is on the ones which will or can double from here. the risk of course is the double edge sword if gold falls then these will fall

our cdv from 17c has been in play last 2 weeks at 60c level. it was sold off and now the buys are back . not sure why yet but as a holder hoping for the rerate but open mind

my trading parcel is with pru. if gold does move then pru will move in line with it. 35c the line on the sand and hovering there for now

all of my small specs have spiked and retraced thinking of oku alk ard ear ent lex icg cmm

so looking at next run for them and not sure we are there yet

at moment stuck in ovr waiting for the next news and spike

nwe had a good run and when the run is over then it is over. doubled almost tripled then good decent news out and all money out of it. why . because 6 months till next news

so many like that

yes i also miss Paddington

waiting on next leg of market.

not sure on gold here. happy if does run here. our nst will just keep going up
ear at 10c was good risk to reward. ear at 20c bit moe risky. i can see real value in u stocks and silver stocks here when they run but been waiting all year on them. perhaps at xmas would be nice. aee boe smi etc etc

i really like Jakos charts each weekend. waiting for that build up and jako spot on each week.
i said a few weeks back spx to tag 2500. tick done that

US$ to tag back up to 93c level. well almost. gold to struggle in meantime while plays out. yes

now next step yet to show itself. need paddington back to read it all. will spx keep going. it has won every other battle for years now. time for it to retrace but just not happening yet. gold to rebalance up as spx struggles but lots of volatility on the way? wish i had a crystal ball for next leg. copper and oil also interesting here. sto tagged $4 level and bpt responding.
all the best and let me know what you see. i have added mbk to the list