Phew, I feel better hearing you missed out on TLM Teefa. Raks has been banging on about it and I guess I had a case of shares overload and missed out on it too.
Better late than never on CVI, sitting on a nice little earner, thanks to you and Raks.
Agree, now is the time to make hay and let the goouns run and run hard. What sector is next I ask? We have had:
- Uranium........may be ready for a bit more action with Cigar Lake and U prices starting to move.
- Iron Ore - lost left in iron ore prices, but I am not sure about these magnetite projects (dont shoot me please). Simple heamatite projects make a lot more sense given capital and operating cost pressures.....I susepct a few magnetite darlings may fall out of bed soon.
- Base Metals : still a big query over global growth slowing metals sonsumption. I have seen varying reports on copper for example. Some are very bearish , others very bullish. I think Chindia will continue, base metals will do OK.
Gold : Gold at +$800Us and going higher even in ozzie dollar terms......is this the next sector I ask. Had some excellent returns lately but nothing close to a mania in gold yet.......
Cheers
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