Ann: Moten Power Update , page-39

Interesting, Marmaduke. Thanks for posting. I've reshaped my portfolio a bit (because I see short term opportunities) and now I'm trying to get it to look something like this:

50% EHR
10% CCF
10% COZ
10% HRL
5% PAX
5% KEN
5% CKK
5% CFU

I'm pretty aggressive in that I only chase big capital gains, no divi paying stocks at the moment.

I think everyone is hanging out for the Molten $ to come through. I also believe there is strong appetite for financing viable volcanic geo projects in developing countries among the development banks and possibly other North American investors so hopefully the project economics are appealing enough to attract that type of interest too. Even if Molten come through by the end of the 6 week extension, PAX may need some bigger fish to get on board at some point.