what can stop this stock, page-30

Jojo,

Didn't realise EQN was sour, and forgot about your VRE. Still with 20% in WSA you must be pretty happy.

What bothers me with AGO is the oppies, the dilution is huge, and no track record. Much like MAK, I was happy/lucky to buy MAKO oppies at 22, a near no brainer, but sold the last at 220. Only ever had a small stake, but how long can you hold something with no production, held up by short term spot prices and volume of hc postings?

I am sure OXR would have been my 08 JBM if not for the ZFX anchor, BHP might have been half as good, if not for the RIO anchor. I still have confidence in AOE, but a little under on a recent top up, not prepared to recommend it though. IGO I shorted a few, but excellent long term. MCR well if there's a hair and a tortoise, MCR is the tortoise for sure.

I still hold a few oilers, top 2 being IPM and CVN, both WILL do very well medium term, also have SAE, ARQ and COE, but riskier and of lower conviction. PSA is a turkey, along with almost all ASX oilers in the USA.

Any thoughts on ABY? KZL?

I"ll probably buy a few more WSA. WSA now has production/cashflow. I always favour that. They're also on an exploration roll. AGO still all talk.

EL