this time, from Sean Conlan, Macquarie Private Wealth... sounds good.
BUY RECOMMENDATIONS
Boart Longyear (BLY)
This drilling services company offers significant operating leverage to the global exploration cycle thats emerging from a downturn. Juniors are raising equity capital to fund exploration, commodity prices are well above traditional threshold levels and the majors are looking to increase their capital expenditure budgets in 2010. All point to a strong recovery in Boart Longyears earnings in full-year 2010 and 2011.
Article attached - http://www.thebull.com.au/articles_detail.php?id=8574
this time, from Sean Conlan, Macquarie Private Wealth... sounds...
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