The old "Keep the ords in check, sell down and clean up the oppies caper hey!!!" Has to be said the leverage is pretty big at current prices but risk there as well due to May expiry. I hold oppies but can also afford to convert them without selling the heads so hopefully will be taking advantage of growth in both. She's gotta run soon and I get the feeling this week will be important....
The last BRR with Stokes basically said there are some discussions with other parties at present and the JORC will be the catalyst for those discussions to become more than just discussions so I'm tipping JORC first - could be very wrong though so DYOR and MYOD (Make your own decisions)....
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