grand olympian road map, page-5

Dont forget the GORM was created on July 1 2005 when CMR was just breaking thru 1 buck ..... basis of component ratios in the "Olympian portfolio" back then. Cash now stands at 40%. Many changes since and good iron ore plays would have given better returns anyway. Looking ahead now Uranium plus pgms plays may be the go. All calculated reward / risk of course. Actual results since mid 2005 have been very good.

The GORM is NOT AN INVESTMENT RECOMMENDATION but a personal attempt to describe the shiite that has compounded into creating the current global shiite. Now IMO, adequately cashed up, nil/minimal debt and a preference for emerging resources stocks about to start generating cash with little or NO debt gearing (not too many of those around) is the simple conservative approach ... but thats personal opinion based all the considerations re those macros described.

IMO CMR is again one good candidate at current prices on such considerations ... and further offers a SUBSTANTIAL takeover potential premium cf to most given what it has and whats evolving. Its all PERSONAL and u gotta work it out yourselves.

Of course it would have been even better without that "human error" which crunched us last October ... but thats something u cant envisage and only hope the best for.

If u subscribe to Puplava's "perfect storm" approaching, your first priority is PRESERVING what u have. Time for soul searching and delving into life's priorities.

IMBOOC