Its an interesting exercise whether you did best (to buy heads...

Its an interesting exercise whether you did best (to buy heads at 0.130) or I did (to buy oppies at 0.035) - I'll see if I remember to follow that through month by month and we will see who does best. Certainly to spend the excercise money now I would end up with more heads, but I have only ~ one sixth of those funds at risk now. Or if you like 5/6 of the funds are dry powder and available for other trades.

If we say that we are at the bottom of the Lassonde Curve for mining stocks (ie profit from speculating in discovery is over and profit as studies prove up MRE through BPS and funding is underway) then it is not the cost of shares which matter but the number you can accumulate. Owning oppies gives you a greater exposure to AW1 units.

OK now you can see how quickly I can get myself into mental bother. So DYOR.