anyones thoughts please, page-2

Great prospects, trading around $1 with NTA of $1.25, great investment portfolio. This fund is actually run by Merrill Lynch Investment Managers, pushed here by Bells, but the guys that run this fund for MLIM are one of their most successful teams, with MLIM being the predominant global mining fund experts. Pity it's not available here to Aust investors.

MGDRX (US) - ML Natural Resources Fund
1 Year 55.37%
3 Years (Annualised) 39.65%
5 Years (Annualised) 20.10%

ML World Mining
1 Year 34.9%
3 Year 146.6%
5 Year 211.9%

Obviously the market is keeping a lid on it, if you can get exposure to the MLIM fund then I would do that, but the warrants (GMIO) is going to hold this one back with an exercise price of $1 a year out.

The warrant (GMIO) is probably the best exposure to hold now, but only once the underlying is under $0.98.