welcome back John, I am glad that ADT has been more successful than MOD. I followed you late into MOD so my timing was lucky, but like you I believe that some vale was left on the table. It appears that ADT are playing the long game and it appears that Sandfire may be gathering any crumbs left because I don’t see much upside in their current play.
I trust that the current Covid markets have put a fire under your portfolio, as there is a significant transfer of wealth currently underway. I was on the wrong side of the coin during the GFC but am pleased to say lesson learned and ADT has been a nice slow burn during this period. Anyone who has been following the gold sector should have made most of their money by now (easy money) however I still believe that we have more to come.
my best play is MGV, but ALK and LEG still have some more potential.
Cheers,
Andy
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