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09/04/13
19:10
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sentiment on Commodities is negative, anything without cashflow is super discounted with very few buyers stepping up.
This kind of value investing is all very well when you have some silly profits to throw around, but that money left the sector years ago.
Few stocks like this at the right time,can be explosive, but but really need a long view here.
One of the few specs I am still holding, price fell after Red Kite finance and great drill results - market is not interested ATM
Wish I had more silly profits....
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