so close to major breakout, page-103

hi daisy

i like the maths on their existing and imminent operations (mandilla and koongie). i like the fact that they generally understate rather than overstate. i like the fact that they have other projects already lined up and that the other projects seem to have increasing upside. i like the fact that they are in safe and ethical locations. i like the fact that they are at a turnaround point after a long foundation period. and i like Zinc and Gold.

for a wide range of different reasons, i also hold BDL, MPO, TMR, BLT, CMO, PRV, CPK. all for the long term. but my favourite is aar