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gharma

01/08/12 12:12 PM

#2546 RE: CleanForMePlease #2545

I hold AMY in the US ticker. I hear you about solar, have a couple residual as free shares from years back that I should have sold before the big plunge in solar - so little value comparatively now and strong companies that I am probably just going to keep them on the back burner for the foreseeable future. I had looked at the other companies under Larry's group long back, but you triggered me to review the boards for MolyCor this morning - I had not noticed they had moved the Mg project along that far, so I will probably be keeping a watch on it (small recovery late Dec to now in cents but large in percents).
I am walking very cautiously on extending positions in resources now, until the macroeconomic winds become more clear, or at least less turbulent and in near-term have been using what cash I free in EXSFF as it is, IMO, finally heading into a fruiting phase.