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    lightbulb Created with Sketch. 1119
    Curious presentation. A useful summary in a number of respects with conclusions similar to most of ours on this forum. Not quite right on some important ones for me, particularly the ilmenite/rutile characterisation - few mines have the rutile value BSE currently enjoys at Kwale. But still, on balance he gets to the same position as us so, on the strength of confirmation I'm declaring the 10foot investor a genius!

    But he goes to a lot of effort for a $600 position?! Perhaps it's a nominal portfolio approach to test ideas? I can't imagine personally putting that much effort behind $600 - but that probably explains why I haven't been more successful! Look after the pennies etc
 
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