LRF linq resources fund

Hi drdave,it's easier when the month has ended and the assets...

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    Hi drdave,

    it's easier when the month has ended and the assets are all able to be valued (so it is the numbers that are my source)

    re the end of the year, not quite so easy, however I am bullish on Gold and OIL, the two key resource exposures of LRF and LRF provide access to companies that are not yet over valued (compared with mid and large caps). LRF will do well, HOWEVER my prediction is that really serious share price appreciation will not be seen until LRFO convert / expire early in 2007, against a backdrop of commodity price strength. (the commodity price correction at present is a key factor if this is to occur)
 
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