XEC 0.43% 2,115.7 s&p/asx emerging companies index

The dirty dozen.... carrying a dozen shells ( from memory)....in...

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    The dirty dozen....
    carrying a dozen shells ( from memory)....in order of position size/quality/timing of acquisition ( opinion only)
    AUE...biggest position and favourite
    POW...suspended, CPS controlled
    M3M...King/CPS
    RC1
    RAG...CPS/Formica/Tolga....$10m due in a month
    ALB...Formica controls it
    PLG....corker....Cranston/Bahen
    APS....sand out of favour but any project success will turn it, actively searching and pegging
    KOB...Cygnet Capital
    GNM....King/CPS
    UVA....GTT behind it?
    PUA.....sleeper
    DLM...rough outsider

    13 shells actually....Bakers dozen!!
 
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