Hi Wang Chung, looks like neither of us subscribe to the popular diversification theory; certainly not for the sake of it anyway! I would rather back my research ability and direct my funds at those few targets that tick all the key boxes…and for me GIR well and truly looks like a bulls eye.
Yes I’m quite excited about what lies ahead. These guys just keep adding to the tally without any great fuss. I’m no iron ore expert but even a relative novice can make some commonsense assumptions from reading the sectoral comparisons. Relatively new to GIR but I already have a fairly sizeable holding. All the best to you and Wipper, great posts guys…keep them coming I’ve enjoyed your analysis, thanks. Cheers Muzz
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