Imperial Metals (IPM.T) Message Board

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Gold/Mining/Energy : Imperial Metals (IPM.T)

IPM 1.970

-0.5%

Oct 31 9:30 AM EST

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To: Italian Investor who wrote (1323)	9/26/2013 8:46:15 AM
From: refugee investor	Read Replies (1) of 1366

Are you trying to follow Grantham, buying some now and waiting for a big commodity selloff maybe next year if China gets into trouble? Any thoughts on Potash or Agrium? I noticed that Black Earth Farming is close to its lows, although they made some money last year, and I am thinking about buying a tiny amount. Agriculture has been a bust so far--Chaoda (!) and Rogers index--so I guess I am just too stupid to learn. Kinnevik has done great though, they are about 10% farming and the rest e-commerce and mobile phone services all over the place, and I would buy more if the price went down. Penn West got a new boss, and all of a sudden it turns out that the old management were lousy. Resource companies are hard, Imperial was a stroke of luck.

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