bmc.v - a pretty decent set-up eh ... been held back by the hedging and probably a discount for having minority interest, but the hedge is soon done and the Junk brothers remain very involved - they started up the whole Kambalda camp in the first place, and they hold a fair percentage of Brilliant, they live in Kambalda and consult on a daily basis ... plenty of nickel drilled off already, big explo upside to go ... hard to say which of bmc or fni will go faster or further, i added fni last because i was light on it in comparison ... with both of these i'll think carefully before selling down to house-money shares
vit.v - the account i have most Victoria in will likely have a new high when it's updated in the morning ... mlm.v, sml.v, van.v, lth.v are all helping in that effort ... most stocks a little red today, but that's normal, can't have every day be a screamer even in winter ... Burns day tomorrow eh
lth.v-to-bwr.wt - don't think i woulda done that, imho Lithic will double before the Breakwater warrants do ... could be wrong, medium term they're both good holds imho ... you do follow those warrants close for quite a while, there is something to be said for sticking to what you have a feel for
alz.v - the time is coming ... i had another little pep talk last night, from my original source on Aldershot ... got also a powerful desire to fly to Perth and hang out on the beach, it's downunder but a typical westcoaster style, muy simpático |
