Alamos Gold Inc (AGI)

[marcos]

I didn't follow my own seasonality theory [which btw is not really mine, i got from old-timers many years ago], in that i didn't sell much ngt in the spring action there .... 'sold some too early, and some too late', like Kaiser says to do, but did not sell the majority like i arguably should have done ... got to balance off personal profit against support for a worthy cause, to an extent, it could be said .... plus, you never know far the runs are going to go - it is much easier to make intelligent buys in this sector, than it is to make the best sales ... these stocks spend long periods bottoming, quiet times with weakish bids, this was especially true of aas/ngt over the last months, with all the time necessary before the merger

Personally i won't be buying any more, bought lots in late fall, too overweight in it now really, between all three, aas/ngt/ngt.wt ... not that i feel uncomfortable with so much, because there is certain metal and known management, but you have to draw a line somewhere ... usually i call a 'full position' around 12-15% of p.f., well they're way over that now

Less than a triple from here, before summer, would disappoint me ... that's not a shareprice prediction, just a prediction that i would be disappointed -g- ... but look at it - is this thing not worth usd50m with over 3m ounces, an f.d. figure of 32m shares, tried and true management, and gold attracting healthy bids of 360 and better? ... the latter is a bit iffy, it could be argued, maybe ... but not by me -g- ..... cheers