Stayed up doing some research and was nice to see the DOW perform well overnight for a change.
BSE - oversold, the key is whether 35% local ownership applies to companies with existing licenses. http://www.miningweekly.com/article/kenya-to-give-existing-miners-leeway-in-local-ownership-move-2012-10-30
BAU - $47m cash, $7m assets - $26m mc, market has to recognise and short term hold for me
ODY - next middlemass shell waiting to get pumped? interesting vol action this month
