It is always a pleasure to meet Paul Poli who attends for many years in first week of November the Munich precious metal fair, which has been years ago the best event on the continent. This year there was less public but many
remarkable people attending. Paul was present with a geo. I agree that Lake Carey is a highly interesting project bought at a bargain price, which can bei realized soon.
However I made the mistake as traditonal gold-bug not to talk about Thai Copper and Symon Hill Nickel for focusing to much on Lage Carey: Due to the surprising Trump win after the Fair basic metall plays can surprise maybe even more in a higher inflation environment.
I added more shares, as I think now that the Matsa portfolio mix allows a better diversification as a gold-only play.
Whether or not Matsa goes up in a month or several months, I do not care. I do not remember when I bought my first Matsa shares. Paul acts like an thrifty entrepreneur, not like a overpaid CEO living on company expenses.
MAT Price at posting:
19.0¢ Sentiment: Buy Disclosure: Held
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