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01/01/11
22:36
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FRB, -2% could have been worse, I can't remember exactly what I tipped, but I guess TLM was in there. Let's hope I do better this year!
My top five for 2011:
CAP - coal, iron ore, tin and plenty of cash, with only 100 m shares. Good management.
RHM - iron ore, low mkt cap, short time to produce, relatively low cost
ZNC - iron ore deposit, low mkt cap, potential for large upside
BLR - one of US's largest U308 deposits
KAS - tin deposit, under valued, believe that supply of tin will remain tight.
Currently only holding 2 of the 5.
Good luck to all in 2011. TFP
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