Always value your thoughts @Anton Chigurh ! Re: sectors yet to run, what are your thoughts on oil? too early to get in? I know you've mentioned PRL recently @ 1c it seems fairly low risk.
Copper- is the bottom in? I know @nine lives is a fan of FND which should benefit from an uptick in price.
Aluminium- I'm waiting for a good entry price into MMI as a longterm hold.
Missing you on the XSO thread btw. I rarely post, but have picked up a lot from what you've shared.
