Been a slaughter on my PF this week!! Not surprising I have a history at this time of year. De Guzman disappeared over the jungles of Borneo on my birthday triggering the final Bre-x meltdown!!:):)
CPQ I am holding all and not trading it.
VIT, I do not own but believe it a good entry here If you are prepared to go long term.
EPZ, SNS, dirt cheap here. VMS super cheap, but behaves that way too:)
ANI has remained very strong, PEZ has entered its sub $3 trading range, good buy here, might even offer us a few more cheapies sub $2,50
MNM holding strong this week although great assays went to waste.
Cef.a, premium on that gold trust down to 3.4% probably a good entry, doubt it will go to a discount and premium on latest run were over 8%.
Not sure what was propping ARU up during the this week's debacle have they found a sniff of a western extension to FDN, or maybe reached an agreement with Correa???
This POG bull is bucking but nothing changed, emerging countries will need more, mines not keeping up, fiat money sucking.
It is the lack of spec money flows that are damaging me and pose risk, not the commodities themselves.
Another 8 days in the warmth, great food, good booze, warm ocean.
Yah Mon!!
Will try catching up slowly over the weekend
Cheers,
Ogi |
