cityview must succeed ...., page-67

Short term and wothout further news:

I don't hold MAK - one of my rare success stories of late. I sold at 1.04/1.05 I think. The market does not like this company atm and does not believe in the incerasing price or stability of rock, but if and when the market turns, the SP will shoot as the spec money dives in again.

ARU - JV or MOU likely and may not be offshore. They are bargain based atm. REEs will boom along with mineral sands - more in 2010 IMO.

CVI - only a trade. Very close to the bottom but very obviously, further dilution will need to occur in Sep/Oct for ongoing in house costs. Another one that rides the tide of the macros in many ways re- spec money flowing in and out. Dodgy but high %s.

It's all confidence atm IMO and all based on my cracked crystal ball.

many oversold atm in the minnow sector but we need a base to work upon where eventually, 20-30% one day returns will not be uncommon. It will happen to some.

I cannot forsee any great stimulus atm.