touching bottom at 85 nc, page-24

i'm considering selling ext and dyl to fund more bmn.

It is clearly way oversold for mc per lb.

130 mill mc, 106 mill lb.

but we know its a lot bigger, their targets are 200-300 mill lbs, and keep on going.

pdn have a global resource of something like 300 ml lbs abouts.

BMN has a serious target on its back.

While ext and dyl are both targeting 100+ ml lbs, they are a little further behind bmn, and my guess is, that this selling has been reducing, we'll see bmn rally to its peers. So, a switch to bmn, and back might be a good strategy.

Am cautious though, while BMN is my largest holding of the three, diversity is always a safe play.

could always round up the fleas and try to squeeze some blood out of them.

cheers