Same here mostly, for quite a while now, heavy to two of your picks too, try.to and dmm.to ... but so many of us have been doing this for some time, and while there are clearly undervalued gold producers out there [goz.v is another imho], they are not as deeply sold off as base metals plays, and like tyc says base metals exposure has brought down partly-golds beyond all reason ... Cu/Au is in several, Ag/Zn in many small producers and developers
Sharemarkets anticipate more than they react, at least on the first big recovery swings, so i sure see the possibility that BMs plays won't be so long coming back ... that said, i sold almost twenty per cent of ml.to friday, only because it had gotten outsize, i really loaded up the day it dumped back to .29, and the day after ... what to do now with that cash, hmmm, yes golds are very high on the list but i don't rule out copper and zinc either
Depends on each outfit's special situation maybe ... our best mover here for months now has been bmc.v, tiny little nickel play, just from happening to catch it real cheap it's outperformed even Dynasty's triple, net net ... to quite an extent you can't lump things into broad categories, everything has its own situation
Monday i edge into more silver-zinc-copper exposure maybe, just offering you a chance to talk me out of it -g- ... anyway, a very happy new year to all |
