Thanks Box for reminding me to keep foot on ground. Sure there...

Thanks Box for reminding me to keep foot on ground.

Sure there is more risk than say GMI (which I have been in and out of as a defence) which is looking good. GMI is almost now back to NAV with lots of BHP.

LRF a little unsung but that's my p'worth. If gold flys will it outrun GMI in % terms? My guess is yes and maybe big-time.

Dividends are good and both seem to deliver. Or have last year.

Amazingly both have been good traders over the last year as well and its nice to fall back on solidity and dividends if you screw up.