re: hey tubs - are you following me!!! Tubs,
a bl00dy good question at the moment!
The watch list is HER,IGR,AQD,ADU,NST,GGX,NDO,COE and one or two others. It is a watch list, ie no position at the moment.
The gold sector wants to go a lot higher but already have reasonable exposure.BDG still appears value cf BGF etc.
The zinc market looks fantastic but the producers look fully valued. Like LAF still(yes really!LOL), and the next in line should be HER-did not like the JML deal with CSM, and management at AIM still worries me.
Copper is sending out mixed, but positive signals. Once again have sufficient exposure. (OXR ,RIO-the boring bigger ones, plus other 'stuff')
Petroleum still looks attractive. Have some healthy exposures but probably should have more, similar argument with nickel.
Net net net-sitting on too much cash though commodities look terrific.
You have any 'specials'?
Cheers,TAS
re: hey tubs - are you following me!!! Tubs,a bl00dy good...
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