CMR 0.00% 15.0¢ compass resources limited

cyclone damage, page-2

  1. 7,486 Posts.
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    That was only baby wind wasnt it haha. Its all patient wait and see from here. When the good news starts rolling in it should thereafter continue. Meanwhile with whats happening with the GORM global evolution, u gotta ask yourselves what you need to have in a BALANCED portfolio from here on. I'm playing it according to original script ....... mega IG resources unhedged and in our control remains a major component of my portfolio and I certainly will be watching closely to expand on this. The only "risk" I see is we lose control to an opportunistic bid some time from here til start-up but that in itself is a likely insurance hedge and consolation prize cos they would have to pay enough to get GT's oppies in the money you would think haha (IMOOC). LOVE to know about HNC's remaining 6 mill shares and who / how will handle. Hope we get a look in this time.
    IMBOOC
 
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