I must say I have taken profit on these @ 37c. More to do with...

I must say I have taken profit on these @ 37c. More to do with my new philosophy of taking 75-100% gains given this global 'risk on, risk off' cycle.

My punt was specifically on Glencore or Yunnan stepping in with a financing package and that has come about now.

I love the story, however, and will be back once the dust settles. I especially like the exploration upside here.

I have no idea if it is going to run to 50-60c or settle in at 35-40c here in the shorter-term?

All the best to the patient longs.