will pna defy the market, page-46

Dead knick,

Imho I would be buying copper stocks (would already have actually - time for the sheep now) despite Aitken, not because of Aitken. I wonder if he is trying to help some stale friends exit OZL or something?

I am not about to reduce my PNA, but imho the time for buying with the smart money is over for now. This buying is bandwagon stuff - all wanting a fast buck - hard to know imho whether fully priced or not for the ST. For the LT still a reasonably good buying price imho.

EL