crisis, what crisis?, page-41

Aimone - AGR and RDM interesting also. Me I would take a little of each as and if they get cheap. but that is why my portfolio looks like a dogs breakfast...

Also have to consider if the present government will even be there in a few years time.

What I don't really understand is why the perceived sov. risk has escalated so much while the resource itself has improved. I guess emotion in the market moves exponentially.

We've seen how oil affects countries foreign policy - allegedly
Imagine what food and water could do..

If confidence changes, many will want exposure to this at sub 2.00

Will average down, but not yet.