Usually the PDAC effect is an interim peak, the way i recall it, and the main spring peak comes later, well into april, may, even june sometimes, just depends on which particular puppy you're talking about, and which year ... for some it's march, sure, even february, but in those cases, unless they are sick for some FA reason they tend to have run some first, and i think the ranks of those that have run at all so far are pretty thin
All i can think of at the moment are bmc.v and goz.v, that have had decent movement, and they were both coming from ultra-cheap ... others like ggc/aun/alz/ktn etc ran before year-end mostly, that's a different thing imho, and in all cases it was quite moderate so far
In re 'new buyers', why do we need those, can't we just keep recycling the old ones -g- ... but i think it was Howy upthread who opined that the takeout of Cumberland would bring in new money, i agree, think the old clg holders will now be looking for a new home run play, and there's a few hundred millions right there
Nickel is pretty exciting here, don't you agree ... and zinc, once the Red Dog/Red Kite metal is all stuck permanently to steel somewhere, is going to have its day again, and soon imho ... could this bring in new money, and even the odd spanking new buyer, i think it could ... we shall see
What do ya like best here at this point? ... ah, don't tell me, US T-bills -g- |
