some back of envelope numbers, page-4

Hi PViews,

I am in the same position as you. There are also more market commentators that are saying the indices are too hot (Charlie Atkien and Ian Huntley for starters).

With a heap of selling-the-fact that is going on at present I too am a little cautious of adding to my current heavy MOF position but would find it too tempting if it went back into the teens.

(From our recent MCP returns) I am cashing up a bit to see if the 50% ASX surge + Sept/ Oct leads to an index wide pull back in the coming couple of months.

MOF would be high up the list of stocks that I would add to if that did, in fact, eventuate.

(My Buy disclosure is provided/ intended for those not holding MOF currently)

Cheers
John