Ann: Quarterly Activities Report, page-15

lol for decades have you seen coal companies all in net cash.
Its a sign of the times!!!
Now I am not going all in, because of inherent future risk. But right now the numbers look bl**dy good. More importantly, Mr Market is screpital.

My type of environment, a skeptical Mr Market is who is not prepared to pay up (in terms of share price), but an underlying company spewing out profit like its a volcano.

So as part of a diviersifed portfolio, I am in.
I search around the world for opportunities like this. I don't run a concentrated portfolio. I just need more winners than losers.


I am making money, what can I say!!!