4CE 6.25% 1.5¢ force commodities limited

I think there were a few of us that tried to warn about former...

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  1. 14,796 Posts.
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    I think there were a few of us that tried to warn about former OKAP director stocks .

    The underlying thesis is high risk jurisdiction exposure - chasing gains where others don’t go.
    (Somalia - South Africa - DRC etc)

    The markets are terrible in balance though .

    But where are you going to invest in tough bear conditions? In stocks that have that jurisdiction over hang ? Or something that can garnish tangible value ?

    When risk takers are left holding the mess ? Who is going to re inflate the bubble ?

    If you don’t have wow factor , you just have a tough audience.

    GLTA
 
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