Looking at their Aussie holdings, I'm not so sure Sentient have been the greatest of stock pickers. Its a mixed result:
Geodynamics has tanked in recent times.
Magellan (Ivernia) has been in terrible strife re lead and contamination at Esperance, WA, and is now shutdown in care-and-maintenance mode;
Marengo Mining is currently burning cash developing a copper/gold/moly project in PNG, but looks like it may deliver. Their share price is back to pre-GFC levels.
On the other hand, Iron Road seems to have done OK with a steady share price increase.
I hope Senex will soon be up there with Iron Road!
SXY Price at posting:
40.8¢ Sentiment: LT Buy Disclosure: Held
