Bradrimm,I must say after selling stocks into the fall my...

Bradrimm,

I must say after selling stocks into the fall my intention way to buy back in with more diversity than nickel, eg KZL,more OXR etc.

However IGO and JBM were such deep value, oversold even on the oversold pon, whilst Cu and Zn were looking to me a little vulnerable. Therefore added a few more IGO and lots more JBM, and a few OXR. Then when the new production targets for JBM came out, so consistent with what I had been reading wrt their exploration success, that I HAD to buy heaps more JBM, only stopped a little short of 30% of portfolio. With IGO now 50% of portfolio nickel.

I just can't see much chance of JBM going wrong without just about everything else going wrong first. Will have to offload some at some stage, but not until have the divi, have had the nickel bounce, some more exploration news, firmer expansion plans, and some market recognition of the story.

EL