I like Australian companies with their CBM/CMM assets overseas in Europe (EPG) or America (PGS, ODY, RFE and COI). I feel that companies with Australian assets (QGC, SGL, ESG, MEL and PUR) are on a slower path although MEL did well today on some encouraging drill results.
PGS is an obvious interest due to the McClure connection and I like COI because ther has been a lot of director buying. Feedback would be most appreciated.
