Hi Arsenic - sorry I haven't looked at this thread for a while....

Hi Arsenic - sorry I haven't looked at this thread for a while. I sold out quite some time back accepting that nothing in the market seems a hold at the moment. However when it comes time to long (which I hope I will have some idea of) - I think MDL will certainly be under consideration unless there is a big surprise of some sort.

I agree that this is worth a lot more than the current SP - but the discount could get much steeper. Iluka is getting hammered - although wealthy subscribers to S&P probably bid it up on the expectation of inclusion into the ASX50.

Haven't looked at Alkane really - but will do so - mineral sands and REEs seem the place to be relatively speaking.