the ian middlemas factor, page-16

Hi TH,
Food, via fertiliser and oil producers are just going to get bigger and better, so I like these sorts of companies.

Ian Middlemas has been a big money spinner for investors and proven track records are definitely worth paying attention to.

I like the fact that they've got a mix of potash and phosphate, are targeting grounds with either good grades from drilling or excellent sampling results and are picking up new projects.

$11m in the bank at the end of last quarter and heaps of work going on. I don't think Brazil is seen as a risky mining destination these days, so there's plenty of upside here.