re: Ann: CHN: Koka resource upgrade imminent ... Hi Ubid,
Just the two...DRA being one
Personally my reading makes me think that the V-shaped recovery is not going to happen.
Government debt levels and deficits are too large around the world. Thus not too interested in base metals at present.
Whilst not a nutty gold-bug I think that there is some upside for gold in the uncertainty of Government debt defaults, fiat currencies and the large amount of 'quantitative easing' that is currently going on.
Still need to buy good businesses within the sector though.
I do think that DRA is a good business :)
Cheers
John
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