No I must admit I was trying to lure someone like yourself out of the background to try and further explain, Sigma's problems to me. I knew the pbs was to blame somehow, but I thought it would be P.G of Australia and T.W trying to screw sigma. Since they are somewhat shadowy orginisations and T.W said no to an extent to the Symbion acquisition.
I may get back into this in the future, since the value proposition in this does exist, but who knows how long mngmnt will take to make it work, debt levels are a worry though and my only major concern.
Anyway I see you like base metals, I think nickel would be the pick over zinc, stick with sulphide miners over their high opex laterite mining cousins. I like mcr and personally have done quite well trading it, david Moore is a good CEO knows the business inside out and he has Ian burston (a mining legend) sitting on the board. Its a bit expensive now, but it is probably worth double what it is now when demand starts to pick up into 2010/11. Have a look at IGO,MLX,FXR,Pan. I like pan aswell. You might know all this though?
Not sure what happened with vre?, they looked to be the goods at one stage and had links with mcr, and i must say i was gong to throw some money at the problem, but my worries over mngmnt won out at the end of the day and i ploughed it all into mcr
No I must admit I was trying to lure someone like yourself out...
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