Article says "His bet on gold exploration company St Barbara has yielded a more than 93 per cent return since mid-2014. The St Barbara bet played out quickly, he admits, compared with the original Sirtex investment which he made almost nine years ago."
yet later on it says
"
He's never even looked at, let alone invested in the resources sector in his entire career, but the segment is too compelling to ignore following the commodities sell-off and sharemarket rout, he says.
"Resources is the most unpopular area, that's why I'm interested in it. I like the hated. Base resource companies are the hated – brokers have stopped covering it, institutional investors are not there … I'm always looking for stocks that are going to go up by a big factor. I'm not interested in the middle ground," he said."
Read more: http://www.copyright link/business/...st-unlikely-ceo-20160211-gms5l2#ixzz4037Q5Qfg
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