My portfolio mix is 50% invested, 50% cashed up and zero debt...

My portfolio mix is 50% invested, 50% cashed up and zero debt cos am backing my GORM with its y2011 "optimum" time/price targets for POG.

By that time we will know :

(1)if Megabear E final primary DEBT DEFAULT ASSET DEFLATIONARY downwave is underway with use-by date about when the Mayan calendar runs out (should know that one by next March) ..... would have upward pressure on USDX ..... cash is king stage hence my 50% cash possie STILL;

(2)whether the yanks realise the debt default black holes are expanding faster than their ability to feed them with paper "money" ... and hence REALLY turn up the printing presses ...... MONETARY HYPERINFLATION well beyond the M3 30 or so percent they must be running at now ... and without the ability to con-suck any more FX to help .... ALL PAPER BURNS in a musical chairs attempt to maintain competitive trade possies ....... seriously upward pressure on GOLD ....... thats why I am 50% in gold + uraniums (special case) still;

(3)if (1) and (2) run concurrently (likely for mine) giving us a bout of the worst STAGFLATION ever seen ..... upward pressure on GOLD PLUSSSSS its increasing PURCHASING POWER over deflating asset values ..... thast why my 50 / 50 mix to pick the flowers in the minefields.

(4) TOTAL systemic meltdown of financial system making GOLD (and maybe SILVER)the ONLY real currencies until they can come up with some global currency based electronic credits or something ..... would take too long to do so and would need a global war first with resulting global domination by ONE victor calling the shots ..... OR Mad Max BBB scenario ...... ONLY currencies are Bullets, Barbed Wire and Bullion (and food of course) !!! ...... trying not to think seriously about this possibility otherwise would just sell everything and head for the Himalayas now ...... which I might do anyway cos they have cable net and i can do what i am doing here from there under much nicer surroundings with 5 times the purchasing power (atm) haha ........ thats why SOME GOLD BULLIOB / COINS in a safety deposit facility is a good idea .... 10% based 10% probability ???

Its THAT uncertain so my point ...... retain FLEXIBILITY and some kinda vision to move with the punches cos they will be coming thick and fast.

Now the TRICK for maxxing out of course is to pick the gems that are ALREADY SERIOUSLY UNDERVALUED and which dont need ANY changes in macros for evolution to fair value irrespective ...... if u can buy something at 20% yr considered fair value under current SPOT macros, then u BUY some in tranches as they evolve and the RISK reduces.

Now ORP is in that boat BIG TIME for mine cos it scores on both MY PERSONAL criteria counts ...... ONLY interested in GOLD and URANIUM in mid term ....... KEEPING IN MIND THE SOVEREIGN RISK OF INDONESIA .... but which is already so entrenched in the ridiculously cheap share price ! I mean if in WA eg, ORP would IMO now be sitting at about 35 million bucks market cap, NOT current ridiculous 8 or so, when comparing its evolution status with PEERS !!!

So its all personal reward / risk assessmnet at all times cf to global macros status.

I am at min core holding based my wary attitude for megabear E lurking in the shadows but also alert to the fact POG can really start rocketing UPWARDS in a collapsing equity market dependingon the causes .... so in a way, these golden plays are portfolio HEDGES, so long as they can get over the "risk" barriers and move into production mode .... and therein lies the upside !!! Whats a 100,000 ozs pa producer with est opex at majors levl "worth" ...... 130 mill market cap for a junior? And finding capex for a gold producer is no problem once they complete their BFS ....... and according to scoping study it aint gonna be mauch and probably witha 2 year payback ...... so many similarities with Dalrymple Resources again ..... and they were taken out at about 200 mill market cap by a major once in production !!!

I keep scratching my head why SOOO CHEAP ....... The answer probably lies in so many shares were given a few pirates at 2c some may be needingthe cash atm and happy to take the 50% interim gain. U know, one mans trash is another man's treasure.

No trash here for mine bros ..... and I am eagerly trying to work out the URANIUM psychiology here ....non-policy and LUNACY for mine so far ......

Our days in the golden radiant sun are nigh methinks Rogues haha

If I think too much migh forget discipline and let loose haha. Got pivotal nets below for straters now tho ... justin case someone gets desperate. Still looking for 4.0+ trigger to begin buying the traders as well.

IMBOOC