re: being re-rated Hi whetu. Take a longer term view. I like the...

re: being re-rated Hi whetu. Take a longer term view. I like the look of commodities during he next 4-5 years. Companies like CSM, KZL, OXR are going to be the future big mining houses. Every boom produces its winners and these guys look to be it. KZL will double in size, both profit wise and resource wise if the Chillagoe area produces the goods. They are also a DIVERSIFIED miner, unlike most of the other 'hopefuls' coming through.

I like the look of KZL, they will start paying dividends soon which brings SP stability and market respect. But I look at them through this LT view & by looking at the bigger picture. However, if anything comes into the horizon that should throw doubt onto this bigger picture that I've stated above, then sure we should sell.

Otherwise, we have to keep the nerve and stick through the short term price weaknesses. That's the only way big time profits can be made, I can tell you that from some very hard lessons I've had to learn. Cheers, J