Oil 29% Gas 6.6% Oil Svc 4% Gold 19% Base metals 22.2% Uranium 5.9% Ag 1.8% China 8.4%
still have two lead/zinc stocks plus a lot of copper exposure. Couldn't get any nibbles on SRZ. Both NRDS and SRZ are about to startup production but it won't matter if the commodities tank. I will try to lighten up next week.
Startups I'd love to hear from EPM, NGG and ROK. SGR.v started almost a year ago but you'd never know it by the production. They'd better show some improvement this qtr. Tired of waiting. Bobwins