Over my vast trading experences through the years i have traded and stocks and invested in stocks both on fundamental values- chart analysis and purely for specualtive purposes. I admit that for the most part of my trading career, I was heavily overweight on investing in the energy sector- predominantly oil and gas. The reason for this was simple- it was that unlike a company who gains most of their revenue from discretionary goods, the human population will always require energy needs and with growing populations worldwide and larger oil and gas fields being found the fundamentals were there for companies in the sector to prosper and to take full advantage of a looming supply/demand deficit-
Having accumulated a healthy (mostly) free carried portfolio of stocks in the energy sector I have for some time been following stocks in the agricultural/fertiliser industries as there to, is there aN imminent supply/demand deficit approaching in generations to come with more and more farmers/growers needing better quality feedstock to gain better and more fruitful produce with growing populations and growing middle classes requiring more and better quality food groups- The reason why this company excites me -
Unlike other potash stocks on the asx that have completed extensive drilling with proven potash discoveries- GMM is far from being like the asx potash darlings but the potential is there and I believe that with enough patience this share could potentially yield a very healthy return for those willing to have the patience to see what the fertile grounds of mongolia may offer. What attracts me so much with the location of GMM's tenements is that they are ideally located to the emerging China on there doorstep, more than willing to form commercial aggreements should a large potash discvery be made but with that said- dont be misled as there is still considerable work to even come close to proving up such quanitites of potash on our leases but above all else it is good to see a company like GMM which have a tight capital structure- expereinced management at the helm and not to mention a diversified portfolio of projects to bounce of should one or the other project not prove to be the company maker an exploring company like GMM requires to set its mark on the asx-
Concluding this post, its good to see GMM finally gain some interest today with the buy/sell ratio reducing considerably and a small increase in the shareprice - Any incremental increase in my opinion is of great value with drilling at our very prospective Shoemaker Iron Ore project/Managanese project set to commence in less than a month ( May 15 to be precise) and further news pending regarding a drilling contractor finalised for a potash drilling date-But as we wait for the real exciteemnt to follow- may i place a link below of some literature which could prove to become a hidden gem for GEM in future drilling campaigns on the potential which exists in mongolia of yet another rare commodity which is of fundamental value for generations to come - yet becoming more and more difficult to find economic grade deposits
http://firstguru.com/2011/04/19/penny-stock-news-gtso-signs-loi-to-acquire-rare-earth-exporters-of-mongolia/
-These market dynamics are making Mongolia a new frontier in rare earth exports. Many experts believe the mineral-rich nation contains rare element reserves that rival those of China, Mongolia?s neighbor to the
south.
- Dont forget that Japan, China and additionally Toshiba are already actively in Mongolia pursuing rare earth due dilligence for potentially lucrative deposits -
Over my vast trading experences through the years i have traded...
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