The Big Boys, page-588

Hi cha

No tips for you here cha. You seem to be on top of it.

Re golds. I hold a basket of the usual suspects.....all been good (bull market.....go figure!)
Elephant country stocks, geographically and metaphorically are CDV, GRY and WAF, big punts looking for the once in a lifetime. So far, so good.

I follow Mark Connelly, PIR fame, was good to me. Hence extra enthused re CDV and WAF.
Plus his arrival on the board of TGS re-kindled my interest.

Another interest of yours SEA, reloaded at the gap fill but hasn't gone on with it. Considering a top up right about now, but watching POO closely. I am not convinced about POG up, POO down as a permanent relationship; but am prepared to be educated. SEA feels like it has a run to .30c, double from here. Ugly bar down today, but could signal the turning point is imminent. Formed a pennant since that move up but not that pointy as yet. As you say, churn.

Cheers