Welcome back Oly,I have just returned from Malaysia and Thailand...

Welcome back Oly,

I have just returned from Malaysia and Thailand and I was astounded at the sheer scale of the massive building and infrastructure programs in both countries. Almost felt like my home town of Perth was a poor village compared to many cities in Asia.

Watching and waiting for the "right time" to buy more BHP and RIO after jumping in at much higher levels. BHP seems to be holding at $30 for last few days with RIO heading ever lower. Never thought I would see current prices. It is tempting to jump in with remaining 50% cash reserves but will wait for some sign that Armageddon is not already upon us.

I still do not have enough faith that CMR can survive with current management so will hang on to current holdings (average $3.50) but not willing to add until I see evidence that management are fit to run more than a hot dog stand. As it stands I don't reckon they could organize a f*rt after a baked bean dinner.