breakout?, page-5

Torpy, we seem to like the same stocks! IOH etc.

I have actually switched into ALY out of TLM today, while I think both look great as Nearology plays (which wont be nearology much longer given the positive VTEM results), it doesn't have the price premium TLM has, has less shares outstanding and additionally, has the gold at Hermes.

Only 80m odd shares and options to TLM's 110m.

Both great companies and prospects, but I think ALY is better value at the moment if you put them on an even playing feild in terms of chances of matching SFR's success.

PEK and CYS are also nearology plays, but do not have well documented exploration detail (or significantly sized tenemants) like TLM and ALY.