Beats me. I never understand Birim's price pattern. It was pretty good recently, since November, after years of - yuk.
The recent acquisition of the new Bui licenses was very reasurring to me. My favorite thesis (Bui could be The One) is intact.
See, I liked what happened with Glencar, but it would have been sweeter had I been in BEFORE the bonanza hit instead of just after.
I've always favored Birim's lack of hype over, say, Cassidy's mastery of it. Maybe that was the wrong view (see Goldcorp). Right after I sold long-languishing Cassidy, it doubled fast.
FL
