Yes I think we got the top of the market for LIM. It was pretty sound regardless, and had volume growth. Not worth what Norilsk payed, but still worth more than offered to Xstrata for.
Done fine out of Tullow (they returned my shirt with some extra stitching) and now Norilsk (nearly a 3 bagger). Cursed both Potter and the Canadians at the time, but in both cases hindsight says the best possible outcome.
Pretty focussed on IGO and MCR in nickel myself now. Room to retain one more, but may stand back with just these two in the bottom drawer for a while?
EL
MCR Price at posting:
0.0¢ Sentiment: LT Buy Disclosure: Held
