contrarion view

Few were interested in this company last year when I bought.

Since then there have been some really interesting/insightful posts, esp when we were discussing the Ni and Au last year. And of course Micam's excellent recent posts.

Well now I am a contrarian again, having further reduced my holding today. Coincidentally as the forum has become filled with posts from those with nothing to say - just ramping.

Still holding most while I decide how much value and risk there really is in this Eritrean potash project. Would like to continue holding for Duketon after some sort of asset demerger occurs.

So while everyone else here ramps this as a buy, I will caution it as uncertain and speculative. Will not go as far as to call it a sell though (unless like me you had too many for a high risk spec.)

EL