Hi MBG, I believe I’ve got exposure to Mako through my...

Hi MBG,

I believe I’ve got exposure to Mako through my investment in RSG. I’m still holding a reasonable number of AOP although I’ve reduced my weighting there, so also still have exposure to Cote D’Ivoire through them plus I’ve always kept PDI on watch and now also watching TIE who seems to be more advanced amongst these early players in Cote D’Ivoire. TIE seems like pretty good value with selling on thin volume decimating the share price of late (how low can it go?). Some of the Australian developers that have been knocked down are currently attracting my attention as well, BRB, EXU, CMM to name a few. Good plays if the Australian dollar declines further and the US wakes up to importance of gold as a hedge against the inflation that will be caused by the protectionist policies. Just started buying EXU today. You might be interested in the comments I’ve made about their new palaeochannel mineralisation on the EXU’s threads.

I’ll give Mako a closer look and get back to you. Esh