Not much around at the moment in the industrials I'm afraid. I have large positions in OPI,AVV.......have a few BKR. . Other than that not too much I like , although as mentioned PCG still is okay value. 2/3 of my money is riding the resources wave until the boom ends. I am always on the lookout for the next PCG,OPI,AVV etc......but not excited by much.
One thing I did do was buy a large chunk of TTL at 3.4-3.5c to see what the big names that are getting involved there can do. But that's just investing on reputation and I will manage that trade based on price action. Holding up okay so far.
Ed.
OPI
optima icm limited
