where to from here??, page-20

U shld subscribe to The Dines Newsletter if u want to catch the REEs bug like i have.

Ima macros sector player first, then pick the best likely candidates for leverage next, then play them according to Jesse Livermore pivotal trading technique, personally modified to core + trading parcel MO, the latter to reduce the cost of core to zilch so can freecarry to end result of the powertrend.

I use this MO in all picks as tend to be a little more conservative in cash management these days cf to my more reckless younger days haha.

The market action is the key in all such, so identifying the players and action MO gives the clues.

NTU is prob the best U-spec explorer in Oz ... have put my money on the line from a coupla years ago on this and finally we are in action mode after a long wait. Long strike of unconformity style (high grade Athabascan-style)U-targets Areva has successfully past deployed in defining its Canadian assets. There aint too many with this kinda know-how working the U-exploration game in oz atm.

HREEs is a new game as of last December. Am very impressed with the high paydirt value of the outcrop mix we are finding over 5 km blind strike at Browns Range with existing old surface diggings on our ground at 25% paydirt grade ... its like coming up with an equivalent 130 g/t GOLD at surface when I last did the numbers ! Imagine how a goldspec wld react with that kinda results over 5 km outcrops.

Sure have to find the tonnage next but you wouldnt need much at such grades to "commercialise" with LYC's plant capable of handling nearby. Dont know anything about the JG potential but happy to follow ther lead.

So yeah, fundamentalist with macros drivers the main MO, then technos for the timing of the trading lots, with all boxes ticked for a great reward / risk play. Tho for some of the blind fiathful like me, plenty would now be in a freecarry with core and happy to trade extras according to whatever MO u use.

Will add one thing tho, having felt happy to make a 100% trading gain outa AQP at 40c last decade, missing out on the millions later, have decided will ALWAYS retain a CORE parcel for as long as the power trend (logscale) lasts cos the insiders know whats up, and I can only judge from the market action what the possible game is.

Market action in NTU is seriously indicating much more than meets our eye atm, so will call it positive til proven otherwise and play it accordingly.

So far all the boxes ticked and conservative cash management over yr comfortable reward / risk profile will smooth out the edges. Works for me and has for 4 decades. U have to figure out what works for you.

PS I am ONLY interested in Precious Metals, Uranium, REEs and SELECT wildcat Oils atm whilst retaining significant cash position to take advantage of considered undervalued situations as they arise.

Having said that, I only retain core investment freecarry now in NTU BUT will start with fresh trading parcels on pivotal trading techniques leveraged to the hilt for the new spec stuff, as this feels we are only at the beginning of its third primary cos of macro-global sector drivers in TWO of my preferred sectors atm.

Its all personal and its all timing. And things dont move in straight lines either.

IMBOOC