The Brains Trust - 2021, page-2507

you called it again @paddington bear

Agreed @daveironore re U....added more BMN today. LOT looks good, as do most of the others

Hey Shaun...getting out of CNB?...mmm, how did you know that was playing on my mind?. Normally, I would be selling some right now, although I do think that the story will need a little longer to get out given we are in the holiday season.
Directors also leveraged up their holdings today via options exercise (they sold some shares to pay for them but nevertheless they have increased their overall holdings of fps by +30%)

I also have the recent CHN/DEG experiences in the back of my mind, where I left quite a few bags on the table for both.
Julimar and Hemi are seriously good deposits and the signs were fairly evident from the early drill results.

Real finds don't come around that often, and to be holding when the announcement comes is even more rare. I bought a handful of copper juniors a year ago and held them through the short flurry at the start of 2021. The original plan being that one of them would find something significant or a rising copper price would drag them all up. The irony is that I originally bought CNB for its Pilbara gold tenements adjacent De Greys Hemi deposit, and was drawn to combination of quality/proven management and low SOI.

So I see this as an opportunity to make serious money, and because of that I am perturbating about selling some in the near term. Dare I say it, I am feeling greedy. Can't help asking myself what the incoming drill results are going to reveal....can this deposit be as good as the results so far indicate? But am aware that recent trading (emotional) experiences are influencing my judgement!

Plus I continue to be very bullish copper for the years ahead. My overall trading/investment theme is essentially greenflation......electrification plus inflation.

Happy to hear your thoughts or from the wise XSO heads re this enviable situation.