I bought into Maca a few days ago. Although Maca 's financial...

I bought into Maca a few days ago. Although Maca 's financial metrics looks good (e.g.; high divi, low PE, solid earnings, chart moving steadily in the right direction), it is the improvement in the conditions faces by Maca's clients that were crucial to my decision. My logic goes, "If Maca's customers are happy and financially healthy, Maca will be happy and healthy too."

In the gold space; gold price has moved up this year - from US$1,080 on 1 Jan to US$1,250 today, and from AUD1,490 to AUD1,605, putting a lot more profit into Maca' gold company clients. The SPs of BDR, DRM, RRL and SLR have all risen strongly this year.

The price of iron ore has made a remarkable recovery, and on top of that Atlas Iron looks like it will be saved anyway.

Even copper has moved up from the sub US$2.00 / pound in January to US$2.25 today, a move which has got to be good for AVB.

Any comments?

K