Here's the part of the article bchesterman was talking about
Pure plays
The real gains so far in commodity-related shares have been seen in ?pure plays,? which are more sensitive to risk that has been abundant in the market, said Chris Weston, an institutional dealer at IG Markets in Melbourne.
Among those are Sundance Resources Ltd.(AU:SDL 0.26, +0.02, +6.25%) (SUDCF 0.21, +0.08, +61.54%) , which was up over 70% for the month of September, Lynas Corp.(AU:LYC 1.52, +0.11, +7.45%)(LYSCF 1.40, +0.11, +8.53%) , Oz Minerals Ltd.(AU:OZL 1.54, +0.10, +6.57%) (OZMLF 1.45, +0.04, +2.84%) and Murchison Metals (AU:MMX 1.56, +0.01, +0.65%) (MUMTF 1.55, -0.15, -8.82%) .
Some of the pure plays have had ?sizeable outperformance versus underlying commodit[ies] and there is a lot of speculation about future earnings being priced into these names,? said Weston.
?Resource stocks are still a good place to invest.?
Chris Weston, IG Markets
Interesting
Cheers Marneth
SDL Price at posting:
25.5¢ Sentiment: LT Buy Disclosure: Held
