XMD 1.17% 10,423 s&p/asx midcap 50

Hi Snout yes with copper churning up last friday my thoughts...

  1. cha
    5,333 Posts.
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    Hi Snout
    yes with copper churning up last friday my thoughts also turned to TGS (and BHP). TGS still at churn stage but responded late friday and must admit i joined in at close. other 2 are FND courtesy of Jim amd PAN. pan and fnd both better charts and already doubled. tgs so many shares out and this shows in the slow response to copper. sea also was slow at this stage with oil churn but once momentum turned then everyone got on. i expect tgs will be like that if copper churns up here.
    TGS mc 85m 1.5 billion shares
    PAN mc 55m 430m shares
    FND 673m shares


    also looking at sector rerate possible with uranium stocks. early days on it though.


    oz rates out this week could hold oz stocks back till news out but otherwise looks like a hold here on goldies still from the lows. trend up continues

    with quarterlies out the confirmed rerate on midcap goldies seems to be rsg. i just wonder how much upside is left on rsg.
    try bdr and mml ok


    ncm should trend again



    gry we know is a gold vault so looks the best to me if they finally unlock the blessed thing. gry and waf been standouts. missed moy and still angry about that

    let me know if any you see


    my thinking was gry on gold tick
    sea on oil tick
    missed moy rerate really really angry still
    tgs on copper - early days but should get there if copper moves up
    vms mixed bag and underway
    uranium bky

    these ones all obvious with proven resources and will move as their respective commodity macros move.
    also the usual current crop of juniors will stand or fall on their newsflo- cdv sgq ard etc etc

    interested in your thoughts and ideas when you have time.
 
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