Hi Marcos:
Nice recovery on CPQ yesterday, I am convinced ( in my own little brain) that CPQ will be a takeover within a year and is dirt cheap here. See the future as $10 plus.
MNM.V huge exploration upside, no infrastructure for a very long way, so some difficulties well into the future. Not sure how navigable the rivers are, that would be the highway system for them.
ANI, is just an accumulate and wait, I have a good position and will add if and when circumstances allow.
CLL, I let go a while back and stuck with POE.v. Cll deserves to be rising, I prefer their subsidiary PDP.
KXL, no doubt has a run due, but very complex vein system is a challenge to drill and for investor's to comprehend. Proving what is currently imagined would mean KXL has a long way to go up, will take a whole bunch of holes, but they have the cash and the plans to do it.
DMM.T great company love the high grade reserves, lots of exploration to come with the spin off company they will own a majority of. ALL that is needed is a clear playing field in Ecuador.
Mark Mobius, on Bloomberg this am says although more bad news to come, the market has priced that in already. Meanwhile U.S. will not make a fast rebound as interest rates and the U.S. dollar will continue to hinder the U.S. economy.
Sunny and 15 c for today means GOLF!! So, please look after the markets for me today!!
Cheers,
Ogi |
