Thats the way I describe PGM. Back in Oz again so will be...

Thats the way I describe PGM. Back in Oz again so will be reviewing strategies. After travelling thru China .... now seen most of the main centres and some really fantastic countryside as well .... I am convinced that we are now at the crossroads of megawealth transfer from west to east in coming years and decades.

Along with this I can "see" like transfer of currency values ..... the USDX is poised at the precipice and about to fathom depths it has not previously experienced.

But then again ALL paper currencies will HAVE to follow it down to maintain some kinda global balance.

That means we are headed for devalutaion of paper against REAL hard assets (unencumbered by massive debt with the Damoclean sword of likely debt default overhanging) like resources and energy ....... with this currency factor being ON TOP of the increasing NATURAL demand due to population and living standard increase and living standards increase in the East espesh China and India given their SIZE OF POPULATION. The yanks toyed with their vision of globalisation ..... well they are in the process of getting what they THOUGHT they wished for IMO.

Gold will have a further role to play in financial markets as some kinda nrew RESERVE currency ...... prob in a dominant role inside a BASKET of other things like pgms and maybe even energy and other resources.

Hence my INVESTMENT and living standard HEDGE strategy is simple ......... SELECT unhedged emerging resources OLYMPIANS holding MEGA resource bases seeking critical mass to cover the range of resources / energy assets supply over a generation time frame.

I have found the first in CMR ...... base and specialty metals and Uranium and IMO about to begin its path of upward rerate towards some kinda fair value multiples of current market cap ....... debtless with all in place. Am already sitting on a free carry 25 bagger there with around 90% of original stock intact.

I belive I have now found the second in PGM to cover what the Jungle King doesnt have (so far in quantity) ie Gold and PGMs and maybe a few other interesting little specialties.

I "feel" PGM is now where CMR was about 2+ years ago and only a recognition of critical mass standing in its way to also multiple market cap uprating. The Skaergaard resource size is INDEED of Olympian proportions and in the right hands which meets base personal criteria for a substantial investment.

And it may also be that Skaergaard is indeed at critical mass and now only needs confirmation and recognition by a likley major willing to hand over a billion bucks or so to do it justice just like the Chinese are doing with CMR. But given my personal beliefs in the coming freefall of USDX thru its 79.7 or so mega pivotal base and hence triggering IMO the THIRD PRIMARY upwave of a precious metal and resources supercycle (good ol Kondratieff bless his heart), then if Skaergaard aint already at criticall mass, IMO it is soon gonna be.

All that remains to be seen is how SMART our leaders play this and from what p[ossie of high ground they begin dealing with the likely JV super-partner required. IMO the CMR model is of Olympian class and worth considering but in any case, i have great faith in them and their ability to do it right for us ....... that recent VERY private placement at 70c sealed any doubts for mine.

So yea bros, play the wavelets if u like but personally i dont think I have enough of these tucked away ..... what a surprise skaergaard hey ...... so I too would welcome any market driven opportunities to keep squirreling away any remaining lemming liquidity here .... tho I dont tyhink there is much around given the SMART way this baby was put together.

And so far as market providing "opportunities" well maybe, but the things which will drive the DJIA and mates down are indeed the things which will fuel our resources supercycle to heights never before seen ...... IMOOC.

All personal opinuion of course but reckon we are sitting on a yet to be recognised galactic starship here seeking to join alongside the Ark in not too distant future.

And REALLY, Im ONLY looking at that piddly core increment of 6 million ounces of GOLD but VERY happy to be surprised by an order of magnitude with the rest in due course.

They ARE now drilling the Bear arent they ? Still curious to see why its considered so "unique" in Oz pgm plays haha.

Aphrodite be praised for providing us with an Ice Queen worthy of the Jungle King to start the Olympian family of Arks thru the gathering perfect-storm clouds.

IMBOOC bros ..... lets see.