Daredevil,
Sorry but (to my past expense) not a SMY fan. Unless you can convince me there is another Deacon coming!! Thanks anyway.
Jojo,
So we both got singed on MCR top ups. Even without the fall in value I could have gone a few more, so may yet top up again. I allow myself a little executive discretion from time to time, esp after a fall. Besides AOE are threatening MCR for no.2 place in my portfolio (and fortunately AOE is a stock which doesn't run with either metals or oilers).
You did much smarter than me with LIM, well done. I forfeited half the gains with nearly a third of mine, plus the last $1 or so. Still not complaining.
My AGM exit was quite long considered, had hoped for another burst of hype and euphoria. An EV for AGM on par with MCR, SMY or IGO doesn't tally for a Yet To Be imo. Anyway, never intended to retain a large nickel menagerie. Most now in MCR and IGO.
Intend keeping my ALB parcel, still much lower captn than AGM, hasn't gone up to the extent AGM did, and imo as much potential, sans the hype. Might even add in the longer term, after watching management performance further.
One point we should remember about MCR. Any med/longterm fallout in sentiment in the sector is likely to be taken up by Moore in terms of aquisitions. He's got the cash he never had before, and has shown a very shrewd aquisitive tendency of late. I have already said MCR is not the company of 6 or 12 mths ago. I think we could be saying that all over again this time next year! Better than bigger divi's.
I hope hc gives this thread a decent burial.
EL
LIM
lionore mining international limited.
