Hi Snout
yes with copper churning up last friday my thoughts also turned to TGS (and BHP). TGS still at churn stage but responded late friday and must admit i joined in at close. other 2 are FND courtesy of Jim amd PAN. pan and fnd both better charts and already doubled. tgs so many shares out and this shows in the slow response to copper. sea also was slow at this stage with oil churn but once momentum turned then everyone got on. i expect tgs will be like that if copper churns up here.
TGS mc 85m 1.5 billion shares
PAN mc 55m 430m shares
FND 673m shares
also looking at sector rerate possible with uranium stocks. early days on it though.
oz rates out this week could hold oz stocks back till news out but otherwise looks like a hold here on goldies still from the lows. trend up continues
with quarterlies out the confirmed rerate on midcap goldies seems to be rsg. i just wonder how much upside is left on rsg.
try bdr and mml ok
ncm should trend again
gry we know is a gold vault so looks the best to me if they finally unlock the blessed thing. gry and waf been standouts. missed moy and still angry about that
let me know if any you see
my thinking was gry on gold tick
sea on oil tick
missed moy rerate really really angry still
tgs on copper - early days but should get there if copper moves up
vms mixed bag and underway
uranium bky
these ones all obvious with proven resources and will move as their respective commodity macros move.
also the usual current crop of juniors will stand or fall on their newsflo- cdv sgq ard etc etc
interested in your thoughts and ideas when you have time.
(20min delay)
