thoughts on csg and energy for the future, page-33

Hi CC

Spot on, with all of that you say, This July - August will resolve a lot of the unsaid. At the moment she cant even hold that 45c 3p you accurately "stabbed" at some time ago.

To be fair, ESG MEL AND BOW all interestingly about 30% down from their last capital raisings

Looking at those GSachs advised instos half yearlies reports cant see any selling and to be frank i was surprised That Mirrabooka even went there. Have a read of their last ANNUAL REPORT 2010 PP6 RH COLUMN PAR 3 -They say Dont generally touch small resources and energy stocks unless perhaps pp5 par 2 applies, oops there goes that "t" word again.

The fact that GSJBW pushed several of their semi related funds into ESG shows they have some conviction and like the "story".

Good luck and hopefully we are all out of this one way or the other by your deadline - Hope i dont last that long!!

Cheers