Value Microcaps Food, Agriculture and Soft Commodities

[nutsaboutgolf2001]

RE: MOS Good move Cl001, I followed your move and bought back 60 % of my written MOS call options this morning, just in the nick of time. I also tried to by back some of my AGU written call options but I was always a few steps behind. Also bought back a variety of other written call options on such holdings as FNX.TO, NM and SID.

Added to my LIF.UN.TO position (now quite large) on the recent announcement of further increases in iron ore capacity and production of the Iron Ore Company of Canada. It has done quite well while the rest of the market was getting hammered.